Plan Snapshot
- Plan Sponsor: The Energy Coalition
- Sponsor EIN: 200943616
- Sponsor Address: 525 TECHNOLOGY DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|
| 2024 | 89 | $10.1M | $393,531 | $869,640 |
| 2023 | 81 | $7.9M | $326,104 | $719,880 |
| 2022 | 73 | $5.8M | $286,849 | $593,850 |