Plan Snapshot
- Plan Sponsor: Classic Financial & Insurance Services, INC.
- Sponsor EIN: 954776876
- Sponsor Address: 370 N. WESTLAKE BLVD., SUITE 130, WESTLAKE VILLAGE, CA, 91362
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $851,489
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $851,489 | $85,000 | $45,650 |
| 2023 | 4 | $841,969 | $70,222 | $50,600 |
| 2022 | 3 | $638,539 | $50,067 | $43,700 |