Plan Snapshot
- Plan Sponsor: Tuttle & Mccloskey
- Sponsor EIN: 942770940
- Sponsor Address: 750 E BULLARD AVE STE 101, FRESNO, CA, 937105477
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $352,399
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 18 | $352,399 | $29,878 | $52,797 |
| 2023 | 18 | $244,759 | $25,275 | $71,286 |
| 2022 | 16 | $72,538 | $17,417 | $56,833 |