Plan Snapshot
- Plan Sponsor: Kerzic Investments, INC.
- Sponsor EIN: 465027878
- Sponsor Address: 232 WEST MARQUITA UNIT B, SAN CLEMENTE, CA, 92672
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $299,431
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. |
|---|
| 2025 | 1 | $299,431 | $0 | $0 |
| 2024 | 1 | $299,408 | $0 | $0 |
| 2023 | 1 | $306,742 | $0 | $0 |
| 2022 | 1 | $309,178 | $0 | $0 |
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