Plan Snapshot
- Plan Sponsor: Berkeley Citizens, INC
- Sponsor EIN: 570698682
- Sponsor Address: 1301 OLD HWY 52, MONCKS CORNER, SC, 29461
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 132
- Total Assets: $6.1M
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. |
|---|
| 2023 | 132 | $6.1M | $735,527 | $175,426 |
| 2022 | 130 | $5.4M | $885,900 | $144,988 |