# Daniel Financial Management 401(k) Plan
Source: https://planprovider.pro/companies/daniel-financial-management-401k-plan

> Daniel Financial Management's 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Daniel Financial Management

- **Sponsor EIN:** 204850298

- **Sponsor Address:** 1 UNIVERSITY PLZ STE 108, HACKENSACK, NJ, 076016207

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

- **Total Participants:** 6

- **Total Assets:** $2.2M

## 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.|

| 2024|6|$2.2M|$45,683|$103,284|

| 2023|6|$1.7M|$52,162|$85,852|

| 2022|5|$1.3M|$22,157|$61,843|

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