Plan Snapshot
- Plan Sponsor: Kpl Select Mortgage, INC.
- Sponsor EIN: 954378529
- Sponsor Address: 4348 VAN NUYS BLVD., SUITE 200, SHERMAN OAKS, CA, 91403
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.6M
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. |
|---|
| 2025 | 9 | $3.6M | $82,319 | $75,182 |
| 2024 | 9 | $3.6M | $82,319 | $75,182 |
| 2023 | 7 | $3.2M | $82,208 | $74,872 |
| 2022 | 7 | $2.8M | $82,597 | $71,884 |