Plan Snapshot
- Plan Sponsor: Coordinated Planning, INC. Dba Mundy & Associates, INC.
- Sponsor EIN: 470837375
- Sponsor Address: 3838 DAVENPORT STREET, OMAHA, NE, 68131
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 1 | $4.2M | $48,493 | $31,400 |
| 2023 | 2 | $4.0M | $41,082 | $31,800 |
| 2022 | 2 | $3.6M | $40,702 | $28,800 |