Plan Snapshot
- Plan Sponsor: Kagan Publishing, INC.
- Sponsor EIN: 330378218
- Sponsor Address: 981 CALLE AMANECER, SAN CLEMENTE, CA, 92673
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $13.5M
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 | 71 | $13.5M | $385,430 | $636,102 |
| 2023 | 66 | $12.6M | $371,530 | $556,568 |
| 2022 | 56 | $10.5M | $305,939 | $484,045 |