# So-Cal Capital, INC. 401(k) Plan
Source: https://planprovider.pro/companies/so-cal-capital-inc-plan

> So-Cal Capital, INC.'s 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Bender Legacy, INC.](https://planprovider.pro/companies/bender-legacy-inc-401k-plan) — 1 participants

- [Cltf For So. Cal. Administrative Co. LLC](https://planprovider.pro/companies/cltf-for-so-cal-administrative-co-llc-401k-plan) — 29 participants

- [Afm & Sag-Aftra Intellectual Property Rights Distribution Fund](https://planprovider.pro/companies/afm-sag-aftra-intellectual-property-rights-distribution-fund-plan) — 57 participants

- [Capricorn Investment Group, LLC](https://planprovider.pro/companies/capricorn-investment-group-llc-401k-plan) — 68 participants

- [Tides Advocacy](https://planprovider.pro/companies/tides-advocacy-401k-plan) — 271 participants

- [Redwood Trust, INC.](https://planprovider.pro/companies/redwood-trust-inc-401k-plan) — 290 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/so-cal-capital-inc-plan)

© 2026 PlanProvider.Pro