# Bertrand, Fox, Elliot, Osman & Wenzel, A Professional Coporation 401(k) Plan
Source: https://planprovider.pro/companies/bertrand-fox-elliot-osman-wenzel-a-professional-coporation-401k-plan

> Bertrand, Fox, Elliot, Osman & Wenzel, A Professional Coporation's 401(k) plan: 31 participants, plan year 2023 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Bertrand, Fox, Elliot, Osman & Wenzel, A Professional Coporation

- **Sponsor EIN:** 943185085

- **Sponsor Address:** 2749 HYDE ST., SAN FRANCISCO, CA, 941091222

- **Plan Type:** 401(k)

- **Total Participants:** 31

- **Total Assets:** $9.0M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|31|$9.0M|$262,066|$364,804|

| 2022|26|$7.3M|$246,702|$381,710|

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