Plan Snapshot
- Plan Sponsor: West Rhode & Roberts Certified Public Accountants
- Sponsor EIN: 330783983
- Sponsor Address: 2741 FOURTH AVENUE, SAN DIEGO, CA, 92103
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $1.0M | $0 | $96,200 |
| 2023 | 9 | $741,851 | $0 | $27,250 |
| 2022 | 9 | $546,978 | $0 | $26,400 |