G Eric Nielson & Associates 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: G Eric Nielson & Associates
  • Sponsor EIN: 870502281
  • Sponsor Address: 4790 SOUTH HOLLADAY BLVD, SALT LAKE CITY, UT, 84117
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $3.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$3.2M$49,548$70,992
202312$3.0M$57,983$66,350
202211$2.2M$52,948$55,350

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