# Van Pelt, Yi & James, LLP 401(k) Plan
Source: https://planprovider.pro/companies/van-pelt-yi-james-llp-401k-plan

> Van Pelt, Yi & James, LLP's 401(k) plan: 27 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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