Plan Snapshot
- Plan Sponsor: Thefeld & Associates, Certified Public Accountants
- Sponsor EIN: 330595513
- Sponsor Address: 2333 CAMINO DEL RIO S STE 330, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $2.2M | $44,179 | $130,148 |
| 2023 | 9 | $1.7M | $40,879 | $100,216 |