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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2023 | 177 | $19.2M | $830,831 | $1.3M |
| 2022 | 150 | $16.9M | $704,024 | $1.1M |
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