Plan Snapshot
- Plan Sponsor: Mccarthy Cook & Co
- Sponsor EIN: 330930310
- Sponsor Address: 575 ANTON BLVD STE 350, COSTA MESA, CA, 926261925
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $10.6M
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 | 22 | $10.6M | $284,275 | $295,417 |
| 2023 | 23 | $9.4M | $327,403 | $338,967 |
| 2022 | 24 | $7.7M | $275,984 | $345,225 |