Plan Snapshot
- Plan Sponsor: Trimark Associates, INC.
- Sponsor EIN: 680451197
- Sponsor Address: 2365 IRON POINT RD STE 100, FOLSOM, CA, 95630
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $8.4M
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. |
|---|
| 2024 | 142 | $8.4M | $456,821 | $1.0M |
| 2023 | 110 | $6.2M | $340,749 | $790,599 |
| 2022 | 116 | $4.6M | $284,002 | $614,424 |