Plan Snapshot
- Plan Sponsor: Interstate Td Investments, LLC
- Sponsor EIN: 651195108
- Sponsor Address: 6085 KING DR., #102, VENTURA, CA, 93003
- Plan Type: DC
- Total Participants: 10
- Total Assets: $2.7M
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 | 10 | $2.7M | $70,001 | $0 |
| 2023 | 11 | $2.4M | $50,000 | $0 |
| 2022 | 12 | $2.3M | $100,000 | $0 |