# Calligari & Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/calligari-associates-llc-plan

> Calligari & Associates, LLC's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Calligari & Associates, LLC

- **Sponsor EIN:** 472545487

- **Sponsor Address:** 35411 VIA DE DAUM, CAPISTRANO BEACH, CA, 926241828

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

- **Total Participants:** 12

- **Total Assets:** $951,594

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|12|$951,594|$22,686|$109,386|

| 2023|12|$696,032|$21,764|$84,392|

| 2022|11|$574,344|$17,606|$73,457|

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