Plan Snapshot
- Plan Sponsor: Uboldi Heinke & Velladao LLP
- Sponsor EIN: 942750955
- Sponsor Address: 563 JEFFERSON STREET, NAPA, CA, 945590000
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 0 | $0 | $9,044 | $46,500 |
| 2022 | 9 | $203,029 | $4,609 | $39,000 |