Commericial West Brokerage, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Commericial West Brokerage, INC.
  • Sponsor EIN: 330695575
  • Sponsor Address: 2443 E. COAST HIGHWAY, CORONA DEL MAR, CA, 92625
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $11.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$11.0M$101,585$63,600
20233$8.8M$102,300$63,300
20223$5.8M$58,500$3,600

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