Plan Snapshot
- Plan Sponsor: Ph Financial Services INC
- Sponsor EIN: 263932020
- Sponsor Address: 4550 KEARNY VILLA ROAD SUITE 201, SAN DIEGO, CA, 921231572
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $7.2M | $0 | $0 |
| 2024 | 6 | $5.8M | $69,959 | $70,156 |
| 2023 | 8 | $4.8M | $63,148 | $69,732 |
| 2022 | 8 | $4.5M | $64,016 | $70,179 |
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