Plan Snapshot
- Plan Sponsor: California Financial Services
- Sponsor EIN: 330287382
- Sponsor Address: 27201 PUERTA REAL, MISSION VIEJO, CA, 92691
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 28
- Total Assets: $6.4M
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. |
|---|
| 2025 | 28 | $6.4M | $0 | $0 |
| 2024 | 22 | $5.1M | $100,553 | $243,471 |
| 2023 | 17 | $4.9M | $90,369 | $219,709 |
| 2022 | 15 | $4.2M | $95,577 | $205,899 |