Trey J Capital Holdings, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Trey J Capital Holdings, INC.
  • Sponsor EIN: 272763988
  • Sponsor Address: 906 MCCALL CIRCLE, CORONA, CA, 92881
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $8,593

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$8,593$0$0
20234$8,593$0$0
20226$5,040$0$0

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