Plan Snapshot
- Plan Sponsor: Cordial Experience, INC.
- Sponsor EIN: 472065823
- Sponsor Address: 402 W BROADWAY, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 118 | $8.0M | $421,423 | $1.3M |
| 2023 | 107 | $5.8M | $345,099 | $1.1M |
| 2022 | 109 | $3.9M | $287,587 | $919,638 |