Plan Snapshot
- Plan Sponsor: So-Cal Capital, INC.
- Sponsor EIN: 272524146
- Sponsor Address: 1300 DOVE ST., STE. 215, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $738,254
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 6 | $738,254 | $96,443 | $61,629 |
| 2023 | 6 | $411,447 | $144,784 | $23,522 |
| 2022 | 6 | $226,315 | $37,116 | $60,352 |