# Coghlan Financial Group INC 401(k) Plan
Source: https://planprovider.pro/companies/coghlan-financial-group-inc-401k-plan

> Coghlan Financial Group INC's 401(k) plan: 5 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Coghlan Financial Group INC

- **Sponsor EIN:** 260718665

- **Sponsor Address:** 4370 LA JOLLA VILLAGE DR STE 630, SAN DIEGO, CA, 921221252

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

- **Total Participants:** 5

- **Total Assets:** $860,761

## 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

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

| 2025|5|$860,761|$582|$31,042|

| 2024|2|$691,924|$1,322|$36,667|

| 2023|4|$437,914|$1,573|$38,833|

| 2022|4|$218,982|$2,457|$28,271|

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