Plan Snapshot
- Plan Sponsor: Timothy J. Trager, A Sole Proprietorship
- Sponsor EIN: 812953900
- Sponsor Address: 1421 STATE ST. STE. B, SANTA BARBARA, CA, 93101
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | $1.8M | $0 | $0 |
| 2023 | 2 | $1.7M | $0 | $0 |
| 2022 | 2 | $1.6M | $0 | $0 |