Plan Snapshot
- Plan Sponsor: Conaway & Conaway, INC.
- Sponsor EIN: 263991570
- Sponsor Address: 151 YORBA STREET SUITE 200, TUSTIN, CA, 92780
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $138,944
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2023 | 3 | $138,944 | $0 | $0 |
| 2022 | 3 | $703,975 | $70,493 | $42,900 |
Similar Plans
- Franklin Resources, INC. — 6,876 participants
- Pantheon Freedom, INC. — 2,400 participants
- Edelman Financial Engines, LLC — 2,396 participants
- Allianz Asset Management Of America LLC — 2,228 participants
- Cerity Partners Management LLC — 1,579 participants
- Assetmark Financial Holdings, INC. — 1,024 participants