Plan Snapshot
- Plan Sponsor: Source Point Products & Services
- Sponsor EIN: 820746102
- Sponsor Address: 36245 SUMMITVILLE STREET, TEMECULA, CA, 92592
- Plan Type: DC
- Total Participants: 3
- Total Assets: $56,151
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $56,151 | $0 | $0 |
| 2024 | 3 | $148,701 | $0 | $0 |
| 2023 | 2 | $210,705 | $0 | $0 |
| 2022 | 4 | $393,437 | $0 | $0 |