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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 12 | $13.6M | $360,000 | $0 |
| 2023 | 10 | $10.1M | $153,938 | $0 |
| 2022 | 11 | $9.3M | $50,000 | $0 |