Plan Snapshot
- Plan Sponsor: Considine & Considine, An Accountancy Corporation
- Sponsor EIN: 952694444
- Sponsor Address: 8989 RIO SAN DIEGO DR., SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $25.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 74 | $25.9M | $536,961 | $635,406 |
| 2023 | 74 | $22.0M | $589,606 | $573,717 |
| 2022 | 70 | $20.2M | $270,745 | $568,266 |