Plan Snapshot
- Plan Sponsor: The Soza Group, INC.
- Sponsor EIN: 831865561
- Sponsor Address: 173 CLYDE DRIVE, WALNUT CREEK, CA, 94598
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $145,353
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2025 | 4 | $145,353 | $0 | $0 |
| 2024 | 4 | $123,162 | $0 | $0 |
| 2023 | 4 | $53,088 | $0 | $0 |
| 2022 | 4 | $64,746 | $0 | $0 |