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: 003
- Total Participants: 4,254
- Total Assets: $12.0M
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 | 4,254 | $12.0M | $4.1M | $0 |
| 2022 | 2,250 | $7.6M | $0 | $0 |