Plan Snapshot
- Plan Sponsor: Thompson Welch Soroko & Gilbert LLP
- Sponsor EIN: 943030781
- Sponsor Address: 3950 CIVIC CENTER DRIVE, SUITE 300, SAN RAFAEL, CA, 94903
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $14.5M
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 | 23 | $14.5M | $356,589 | $285,544 |
| 2023 | 24 | $13.1M | $259,456 | $334,773 |
| 2022 | 33 | $11.0M | $294,056 | $335,862 |