# Inheritance Funding Company DC Plan
Source: https://planprovider.pro/companies/inheritance-funding-company-plan

> Inheritance Funding Company's DC plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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