Plan Snapshot
- Plan Sponsor: Sucherman-Insalaco LLP
- Sponsor EIN: 943262697
- Sponsor Address: 50 CALIFORNIA STREET, 34TH FLOOR, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $4.0M | $69,618 | $111,679 |
| 2023 | 7 | $3.7M | $77,560 | $103,009 |
| 2022 | 12 | $3.5M | $73,985 | $91,064 |