Plan Snapshot
- Plan Sponsor: Terri Yurek Insurance INC
- Sponsor EIN: 461868193
- Sponsor Address: 16885 VIA DEL CAMPO CT STE 310, SAN DIEGO, CA, 921271753
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $353,781
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. |
|---|
| 2025 | 2 | $353,781 | $0 | $0 |
| 2024 | 2 | $273,696 | $7,405 | $24,408 |
| 2023 | 1 | $232,028 | $1,203 | $23,045 |
| 2022 | 3 | $231,093 | $1,100 | $27,196 |
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