Plan Snapshot
- Plan Sponsor: T Gary & Kathleen Rogers Private Family Foundation
- Sponsor EIN: 651202020
- Sponsor Address: 10 CLAY STREET, OAKLAND, CA, 94607
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2 | $2.1M | $103,916 | $143,382 |
| 2023 | 9 | $2.4M | $128,498 | $160,234 |
| 2022 | 9 | $2.1M | $78,826 | $126,675 |