Van Tilburg, Banvard & Soderbergh, Aia 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Van Tilburg, Banvard & Soderbergh, Aia
  • Sponsor EIN: 954492617
  • Sponsor Address: 1738 BERKELEY STREET, SANTA MONICA, CA, 90404
  • Plan Type: 401(k)
  • Total Participants: 33
  • Total Assets: $9.3M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202433$9.3M$92,801$285,695
202338$9.6M$162,385$432,840
202248$7.9M$172,342$462,309

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