Plan Snapshot
- Plan Sponsor: Rancho La Puerta, LLC
- Sponsor EIN: 330688896
- Sponsor Address: 5090 SHOREHAM PL., STE. 207, SAN DIEGO, CA, 92122
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 30 | $4.4M | $88,588 | $138,437 |
| 2023 | 32 | $3.8M | $57,145 | $117,954 |
| 2022 | 31 | $3.2M | $45,556 | $96,652 |