# Cahaba Wealth Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cahaba-wealth-management-inc-401k-plan

> Cahaba Wealth Management, INC.'s 401(k) plan: 20 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cahaba Wealth Management, INC.

- **Sponsor EIN:** 270755780

- **Sponsor Address:** 1075 PEACHTREE ST, SUITE 2150, ATLANTA, GA, 303094090

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

- **Total Participants:** 20

- **Total Assets:** $4.0M

## 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|20|$4.0M|$328,921|$263,105|

| 2023|19|$3.1M|$245,530|$216,362|

| 2022|16|$2.2M|$200,252|$181,020|

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