Plan Snapshot
- Plan Sponsor: Hdl Coren & Cone
- Sponsor EIN: 954398586
- Sponsor Address: 120 S. STATE COLLEGE BLVD, BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $3.2M
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 | 12 | $3.2M | $78,491 | $197,491 |
| 2023 | 13 | $2.6M | $67,690 | $175,567 |
| 2022 | 13 | $2.1M | $65,727 | $182,686 |