Plan Snapshot
- Plan Sponsor: The Ron Kaufman Companies, LLC
- Sponsor EIN: 651227829
- Sponsor Address: ONE LOMBARD STREET, #201, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $4.7M | $55,366 | $37,700 |
| 2023 | 2 | $4.0M | $60,393 | $38,800 |
| 2022 | 2 | $3.3M | $65,378 | $43,800 |