# Trovillion, Inveiss & Demakis 401(k) Plan
Source: https://planprovider.pro/companies/trovillion-inveiss-demakis-401k-plan

> Trovillion, Inveiss & Demakis's 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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