Plan Snapshot
- Plan Sponsor: Concepts Of Independence, INC.
- Sponsor EIN: 510239824
- Sponsor Address: 120 WALL STREET, NEW YORK, NY, 10005
- Plan Type: 403(b)
- Plan Number: 005
- Total Participants: 514
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 514 | $5.8M | $0 | $958,461 |
| 2022 | 420 | $4.9M | $0 | $746,473 |