Chaudhary & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Chaudhary & Associates, INC.
  • Sponsor EIN: 942444946
  • Sponsor Address: 211 GATEWAY ROAD WEST, SUITE 204, NAPA, CA, 945586279
  • Plan Type: 401(k)
  • Total Participants: 28
  • Total Assets: $8.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202528$8.1M$58,253$278,531
202419$7.1M$39,840$252,257
202318$5.9M$14,577$143,990
202217$5.4M$40,187$169,924

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