Plan Snapshot
- Plan Sponsor: Temecula Valley Cardiology Medical Group, INC.
- Sponsor EIN: 330722875
- Sponsor Address: 25470 MEDICAL CENTER DR., MURRIETA, CA, 92562
- Plan Type: 401(k)
- Total Participants: 48
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2024 | 48 | $3.8M | $198,183 | $225,733 |
| 2023 | 35 | $3.1M | $314,698 | $222,878 |
| 2022 | 27 | $2.9M | $253,747 | $181,849 |