Plan Snapshot
- Plan Sponsor: Currie Partners INC
- Sponsor EIN: 330223053
- Sponsor Address: 9820 WILLOW CREEK RD STE 400, SAN DIEGO, CA, 921311115
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $607,397
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 | 4 | $607,397 | $6,745 | $35,304 |
| 2023 | 4 | $498,676 | $7,089 | $26,691 |
| 2022 | 4 | $702,331 | $5,949 | $47,749 |