Plan Snapshot
- Plan Sponsor: California Bankers Association
- Sponsor EIN: 940356160
- Sponsor Address: 1303 J STREET, SUITE 600, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $6.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 17 | $6.2M | $103,754 | $168,738 |
| 2023 | 16 | $7.5M | $87,919 | $149,101 |
| 2022 | 17 | $6.2M | $102,554 | $171,750 |