Plan Snapshot
- Plan Sponsor: Walzer, Melcher & Yoda, LLP
- Sponsor EIN: 202736577
- Sponsor Address: 5941 VARIEL AVENUE, WOODLAND HILLS, CA, 91367
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $3.9M | $68,482 | $158,365 |
| 2023 | 9 | $3.8M | $200,166 | $126,525 |
| 2022 | 9 | $3.6M | $100,128 | $80,263 |