Plan Snapshot
- Plan Sponsor: Trovillion, Inveiss & Demakis
- Sponsor EIN: 953573694
- Sponsor Address: 1450 FRAZEE RD, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 24 | $6.5M | $0 | $259,790 |
| 2023 | 23 | $6.3M | $0 | $253,312 |
| 2022 | 25 | $5.6M | $0 | $244,884 |