Plan Snapshot
- Plan Sponsor: Terri Yurek Insurance INC
- Sponsor EIN: 461868193
- Sponsor Address: 16885 VIA DEL CAMPO CT, SAN DIEGO, CA, 92127
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $273,696
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 | 2 | $273,696 | $7,405 | $24,408 |
| 2023 | 1 | $232,028 | $1,203 | $23,045 |
| 2022 | 3 | $231,093 | $1,100 | $27,196 |