Allergy & Asthma Associates Of Santa Clara Valley 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Allergy & Asthma Associates Of Santa Clara Valley
  • Sponsor EIN: 942288723
  • Sponsor Address: 4050 MOORPARK AVENUE, SAN JOSE, CA, 951171840
  • Plan Type: 401(k)
  • Total Participants: 64
  • Total Assets: $19.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202464$19.0M$321,358$381,888
202357$17.9M$292,130$355,124
202253$15.2M$252,864$353,683

Similar Plans