Plan Snapshot
- Plan Sponsor: Surecompanies INC.
- Sponsor EIN: 851910803
- Sponsor Address: 201 E SANDPOINTE AVE., SANTA ANA, CA, 92707
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 49
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 49 | $1.9M | $199,340 | $347,111 |
| 2023 | 66 | $1.6M | $392,756 | $226,848 |
| 2022 | 58 | $1.1M | $302,616 | $516,480 |
| 2021 | 118 | $665,897 | $235,697 | $411,757 |