Plan Snapshot
- Plan Sponsor: Ned R. Healy & Company, INC.
- Sponsor EIN: 952629897
- Sponsor Address: 17602 GRIFFIN LANE, HUNTINGTON BEACH, CA, 92647
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $7.7M
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. |
|---|
| 2024 | 45 | $7.7M | $33,268 | $214,632 |
| 2023 | 39 | $7.2M | $36,857 | $211,054 |
| 2022 | 36 | $7.1M | $35,917 | $234,881 |