Plan Snapshot
- Plan Sponsor: Socal Insurance & Financial Services, INC.
- Sponsor EIN: 831160887
- Sponsor Address: 108 CRISTAL SPRINGS CT., BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $437,455
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3 | $437,455 | $9,250 | $25,997 |
| 2023 | 3 | $345,184 | $7,902 | $33,334 |
| 2022 | 3 | $178,751 | $7,689 | $18,746 |