Plan Snapshot
- Plan Sponsor: Van Pelt, Yi & James, LLP
- Sponsor EIN: 770493353
- Sponsor Address: 1 FIRST STREET, LOS ALTOS, CA, 94022
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $21.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 27 | $21.5M | $325,297 | $476,166 |
| 2023 | 28 | $18.1M | $312,681 | $447,893 |
| 2022 | 29 | $14.3M | $324,411 | $460,026 |