Warren I Dotz DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Warren I Dotz
  • Sponsor EIN: 942992978
  • Sponsor Address: 2999 REGENT STREET #300, BERKELEY, CA, 947052118
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $4.1M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$4.1M$0$0
20234$3.2M$0$0
20223$2.5M$708$0

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