Plan Snapshot
- Plan Sponsor: South Coast Assurance
- Sponsor EIN: 270132234
- Sponsor Address: 2700 POST OAK BLVD STE 1700, HOUSTON, TX, 770565718
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $46,137
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 7 | $46,137 | $2,465 | $31,971 |
| 2023 | 12 | $95,212 | $2,582 | $33,499 |
| 2022 | 12 | $116,617 | $2,340 | $35,249 |