Plan Snapshot
- Plan Sponsor: The Craftsman Agency, Co.
- Sponsor EIN: 460745922
- Sponsor Address: 249 ALBERTA AVE, SAN CARLOS, CA, 94070
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.0M
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 | $1.0M | $190 | $91,434 |
| 2023 | 18 | $1.2M | $4,000 | $115,150 |
| 2022 | 14 | $902,914 | $4,000 | $110,280 |