Plan Snapshot
- Plan Sponsor: Coleman Financial Consulting
- Sponsor EIN: 330394119
- Sponsor Address: 27380 EASTVALE ROAD, PALOS VERDES PENINSULA, CA, 90274
- Plan Type: DC
- Total Participants: 2
- Total Assets: $1.0M
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 | 2 | $1.0M | $0 | $2,500 |
| 2023 | 2 | $877,700 | $0 | $7,542 |
| 2022 | 2 | $696,903 | $0 | $4,419 |