Plan Snapshot
- Plan Sponsor: California Retirement Plans, INC.
- Sponsor EIN: 680414789
- Sponsor Address: 590 LENNON LANE, SUITE 100, WALNUT CREEK, CA, 94598
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $5.9M | $76,448 | $111,839 |
| 2023 | 6 | $5.2M | $88,500 | $102,488 |
| 2022 | 5 | $4.0M | $74,857 | $103,842 |