Plan Snapshot
- Plan Sponsor: Strategic Growth Insurance Ass
- Sponsor EIN: 260281070
- Sponsor Address: 1415 STONECREST PL, DIAMOND BAR, CA, 917654330
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2025 | 12 | $2.9M | $57,642 | $189,890 |
| 2024 | 12 | $2.3M | $54,315 | $181,664 |
| 2023 | 10 | $1.7M | $49,499 | $175,690 |
| 2022 | 9 | $1.2M | $43,994 | $152,364 |