# Challenge Financial Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/challenge-financial-services-inc-401k-plan

> Challenge Financial Services, INC.'s 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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