Plan Snapshot
- Plan Sponsor: Manchester Financial Group, LP
- Sponsor EIN: 330239679
- Sponsor Address: 2550 FIFTH AVENUE SUITE 900, SAN DIEGO, CA, 92103
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 9 | $7.3M | $0 | $123,428 |
| 2023 | 10 | $6.5M | $0 | $112,950 |
| 2022 | 10 | $5.8M | $3,705 | $112,135 |