Plan Snapshot
- Plan Sponsor: Concord Investment Counsel INC
- Sponsor EIN: 330809931
- Sponsor Address: 9259 RESEARCH DR, IRVINE, CA, 926184286
- Plan Type: DC
- Total Participants: 1
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $2.1M | $71,775 | $0 |
| 2024 | 1 | $2.1M | $71,775 | $0 |
| 2023 | 1 | $1.9M | $69,000 | $0 |
| 2022 | 3 | $2.2M | $61,000 | $0 |