Plan Snapshot
- Plan Sponsor: Check Capital Management
- Sponsor EIN: 931019439
- Sponsor Address: 575 ANTON BLVD STE 500, COSTA MESA, CA, 926261925
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 11
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 11 | $3.1M | $0 | $0 |
| 2024 | 9 | $2.5M | $175 | $187,715 |
| 2023 | 9 | $1.7M | $3,773 | $161,952 |
| 2022 | 9 | $1.2M | $428 | $148,066 |
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