Hdl Coren & Cone, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hdl Coren & Cone, INC.
  • Sponsor EIN: 954398586
  • Sponsor Address: 120 SOUTH STATE COLLEGE BLVD, BREA, CA, 92821
  • Plan Type: DC
  • Total Participants: 12
  • Total Assets: $13.6M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$13.6M$360,000$0
202310$10.1M$153,938$0
202211$9.3M$50,000$0

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