Plan Snapshot
- Plan Sponsor: T. E. R. I., INC.
- Sponsor EIN: 953532129
- Sponsor Address: 251 AIRPORT RD, OCEANSIDE, CA, 920581201
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 651
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 651 | $3.5M | $34,993 | $458,337 |
| 2022 | 564 | $2.9M | $0 | $382,700 |