Plan Snapshot
- Plan Sponsor: Challenge Financial Services, INC.
- Sponsor EIN: 330718991
- Sponsor Address: 1004 WEST TAFT AVENUE, ORANGE, CA, 92865
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $3.4M
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. |
|---|
| 2024 | 102 | $3.4M | $101,636 | $287,699 |
| 2023 | 80 | $3.2M | $101,246 | $297,471 |
| 2022 | 77 | $2.4M | $98,548 | $268,759 |