Plan Snapshot
- Plan Sponsor: Union Home Loan, INC.
- Sponsor EIN: 330472051
- Sponsor Address: 23586 CALABASAS ROAD, SUITE 201, CALABASAS, CA, 91302
- Plan Type: DC
- Total Participants: 7
- Total Assets: $3.7M
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 | 7 | $3.7M | $125,000 | $0 |
| 2023 | 5 | $3.7M | $110,000 | $0 |
| 2022 | 3 | $3.8M | $150,000 | $0 |