Plan Snapshot
- Plan Sponsor: Richard Claveria, M.D., A P.C.
- Sponsor EIN: 912108221
- Sponsor Address: 26921 CROWN VALLEY PARKWAY, S-201, MISSION VIEJO, CA, 92691
- Plan Type: DC
- Total Participants: 3
- Total Assets: $3.5M
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 | 3 | $3.5M | $0 | $0 |
| 2023 | 3 | $3.1M | $0 | $0 |
| 2022 | 3 | $3.2M | $0 | $0 |