Plan Snapshot
- Plan Sponsor: White, Zuckerman, Warsavsky, Luna & Hunt, LLP
- Sponsor EIN: 954115549
- Sponsor Address: 15490 VENTURA BOULEVARD, SUITE#300, SHERMAN OAKS, CA, 91403
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 80 | $16.5M | $65,194 | $697,250 |
| 2023 | 75 | $13.9M | $54,053 | $644,348 |
| 2022 | 75 | $12.5M | $23,762 | $521,664 |