Plan Snapshot
- Plan Sponsor: Georgina Asset Management, LLC
- Sponsor EIN: 954793276
- Sponsor Address: 1201 MONTANA AVE., SUITE 205, SANTA MONICA, CA, 90403
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $962,954
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $962,954 | $0 | $0 |
| 2023 | 3 | $970,210 | $0 | $0 |
| 2022 | 2 | $1.2M | $66,912 | $0 |