Plan Snapshot
- Plan Sponsor: Terry Moore, Ccim, INC.
- Sponsor EIN: 330773804
- Sponsor Address: 5643 STRESEMANN ST, SAN DIEGO, CA, 92122
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $6.2M | $0 | $0 |
| 2024 | 2 | $6.2M | $0 | $0 |
| 2023 | 3 | $6.9M | $8,995 | $0 |
| 2022 | 3 | $6.2M | $8,032 | $0 |