Plan Snapshot
- Plan Sponsor: Wolfsdorf Rosenthal LLP
- Sponsor EIN: 464349579
- Sponsor Address: 1416 2ND STREET, SANTA MONICA, CA, 904012302
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 156
- Total Assets: $9.8M
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 | 156 | $9.8M | $267,536 | $963,780 |
| 2023 | 132 | $7.6M | $143,033 | $784,215 |
| 2022 | 137 | $6.0M | $163,349 | $663,909 |
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