Plan Snapshot
- Plan Sponsor: Pence Wealth Management, INC.
- Sponsor EIN: 010648100
- Sponsor Address: 5000 BIRCH STREET, #8000, NEWPORT BEACH, CA, 926602158
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $10.1M | $426,205 | $342,252 |
| 2022 | 22 | $6.4M | $255,613 | $218,939 |