Plan Snapshot
- Plan Sponsor: Hollencrest Securities, LLC
- Sponsor EIN: 330809625
- Sponsor Address: 100 BAYVIEW CIRCLE, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 18 | $10.6M | $0 | $269,047 |
| 2023 | 15 | $9.2M | $0 | $168,062 |
| 2022 | 14 | $7.9M | $0 | $198,550 |