Plan Snapshot
- Plan Sponsor: Inheritance Funding Company
- Sponsor EIN: 943320550
- Sponsor Address: 235 MONTGOMERY STREET, SUITE 1035, SAN FRANCISCO, CA, 94104
- Plan Type: DC
- Total Participants: 14
- Total Assets: $8.9M
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 | 14 | $8.9M | $592,853 | $0 |
| 2023 | 12 | $8.3M | $467,618 | $0 |
| 2022 | 13 | $6.6M | $448,428 | $0 |