Plan Snapshot
- Plan Sponsor: Towneley Capital Management, INC.
- Sponsor EIN: 463728846
- Sponsor Address: 23197 LA CADENA DRIVE, SUITE 103, LAGUNA HILLS, CA, 92653
- Plan Type: DC
- Total Participants: 14
- Total Assets: $3.0M
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. |
|---|
| 2024 | 14 | $3.0M | $318,983 | $0 |
| 2023 | 10 | $2.8M | $257,000 | $0 |
| 2022 | 12 | $3.3M | $96,205 | $0 |