Surplus Line Association Of California 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Surplus Line Association Of California
  • Sponsor EIN: 940912095
  • Sponsor Address: 12667 ALCOSTA BOULEVARD SUITE 450, SAN RAMON, CA, 94583
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 177
  • Total Assets: $19.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023177$19.2M$830,831$1.3M
2022150$16.9M$704,024$1.1M

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