# Early Growth Financial Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/early-growth-financial-services-inc-401k-plan

> Early Growth Financial Services, INC.'s 401(k) plan: 39 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Early Growth Financial Services, INC.

- **Sponsor EIN:** 254150644

- **Sponsor Address:** 2033 GATEWAY PLACE, SAN JOSE, CA, 95110

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

- **Total Participants:** 39

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2023|39|$4.9M|$185,376|$466,403|

| 2022|44|$3.8M|$180,599|$371,729|

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