Plan Snapshot
- Plan Sponsor: Cherri J Walsh Insurance Services, INC.
- Sponsor EIN: 474684463
- Sponsor Address: 623 S ALMIRANTE DR, WEST COVINA, CA, 91791
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 3 | $57,585 | $0 | $0 |
| 2022 | 2 | $233,621 | $0 | $0 |