Plan Snapshot
- Plan Sponsor: California Southwestern Insurance Agency
- Sponsor EIN: 952786855
- Sponsor Address: 25 ORCHARD, SUITE 100, LAKE FOREST, CA, 92630
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $3.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 18 | $3.3M | $67,164 | $110,700 |
| 2024 | 18 | $3.3M | $67,164 | $110,700 |
| 2023 | 23 | $3.1M | $64,329 | $119,072 |
| 2022 | 18 | $2.4M | $68,521 | $174,990 |