# Conger Moss Guillard, INC. 401(k) Plan
Source: https://planprovider.pro/companies/conger-moss-guillard-inc-plan

> Conger Moss Guillard, INC.'s 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Conger Moss Guillard, INC.

- **Sponsor EIN:** 943371721

- **Sponsor Address:** 444 BRYANT STREET, SAN FRANCISCO, CA, 94107

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

- **Total Participants:** 41

- **Total Assets:** $11.4M

## 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|41|$11.4M|$368,682|$509,211|

| 2023|38|$9.1M|$361,439|$426,456|

| 2022|39|$7.9M|$363,640|$412,588|

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