# Cooper Thorne & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cooper-thorne-associates-inc-401k-plan

> Cooper Thorne & Associates, INC.'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:** Cooper Thorne & Associates, INC.

- **Sponsor EIN:** 942546583

- **Sponsor Address:** 3233 MONIER CIRCLE, SUITE 1, RANCHO CORDOVA, CA, 957426807

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

- **Total Participants:** 12

- **Total Assets:** $2.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|12|$2.4M|$56,461|$170,941|

| 2023|13|$2.1M|$57,877|$143,781|

| 2022|14|$2.3M|$58,993|$138,074|

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