Plan Snapshot
- Plan Sponsor: Capo By The Sea, INC.
- Sponsor EIN: 202249823
- Sponsor Address: 26682 AVENIDA LAS PALMAS, CAPO BEACH, CA, 92624
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $2.2M
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 | 17 | $2.2M | $200,001 | $88,623 |
| 2023 | 12 | $1.8M | $56,103 | $94,037 |
| 2022 | 11 | $1.4M | $29,376 | $73,587 |