Plan Snapshot
- Plan Sponsor: Concepts Of Independence, INC.
- Sponsor EIN: 510239824
- Sponsor Address: 120 WALL STREET 9TH FLOOR, NEW YORK, NY, 10005
- Plan Type: DC
- Plan Number: 002
- Total Participants: 137
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 137 | $3.5M | $251,412 | $0 |
| 2022 | 126 | $3.0M | $259,081 | $0 |