Plan Snapshot
- Plan Sponsor: Severson Group, Incorporated
- Sponsor EIN: 330392655
- Sponsor Address: 3601 SERPENTINE DR, LOS ALAMITOS, CA, 907202440
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 144
- Total Assets: $26.6M
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. |
|---|
| 2023 | 144 | $26.6M | $817,657 | $2.0M |
| 2022 | 189 | $21.1M | $809,286 | $2.0M |
| 2019 | 196 | $16.1M | $739,111 | $1.7M |
| 2018 | 184 | $13.8M | $653,997 | $1.6M |