Plan Snapshot
- Plan Sponsor: Simon G. Jewelry, INC.
- Sponsor EIN: 954496045
- Sponsor Address: 528 STATE STREET, GLENDALE, CA, 91203
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 37 | $4.9M | $32,940 | $168,060 |
| 2023 | 36 | $4.2M | $10,022 | $136,259 |
| 2022 | 35 | $3.6M | $20,431 | $104,006 |