Plan Snapshot
- Plan Sponsor: Historical Properties, INC.
- Sponsor EIN: 954148695
- Sponsor Address: 311 ISLAND AVE, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $1.0M
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 | 19 | $1.0M | $1,078 | $25,732 |
| 2023 | 9 | $903,053 | $0 | $27,199 |
| 2022 | 15 | $1.2M | $0 | $21,466 |