Plan Snapshot
- Plan Sponsor: Strategic Custom Wealth Solution, INC.
- Sponsor EIN: 810617546
- Sponsor Address: 41750 RANCHO LAS PALMAS DR STE N-3, RANCHO MIRAGE, CA, 922705515
- Plan Type: DC
- Total Participants: 1
- Total Assets: $1.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $1.9M | $57,500 | $0 |
| 2023 | 1 | $1.7M | $59,500 | $0 |
| 2022 | 1 | $1.5M | $61,000 | $0 |