Vallejo Investments, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Vallejo Investments, INC.
  • Sponsor EIN: 943268977
  • Sponsor Address: 101 MONTGOMERY STREET,, SAN FRANCISCO, CA, 94104
  • Plan Type: 401(k)
  • Total Participants: 43
  • Total Assets: $36.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202443$36.3M$316,184$860,815
202342$33.5M$310,070$832,172
202246$27.2M$303,182$799,120

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