Lake Arrowhead Village Cove Trust 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lake Arrowhead Village Cove Trust
  • Sponsor EIN: 686099702
  • Sponsor Address: 877 YGNACIO VALLEY ROAD, SUITE 210, WALNUT CREEK, CA, 94596
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $881,322

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$881,322$11,301$23,000
20232$785,186$10,273$22,500
20222$689,346$9,582$20,500

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