Plan Snapshot
- Plan Sponsor: Provence Registered Investment
- Sponsor EIN: 474777055
- Sponsor Address: 9481 IRVINE CENTER DR, IRVINE, CA, 926184662
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 8 | $3.0M | $116,201 | $108,330 |
| 2023 | 8 | $2.3M | $109,569 | $100,480 |
| 2022 | 8 | $1.4M | $96,429 | $89,010 |