Plan Snapshot
- Plan Sponsor: Gatza Investment Group, INC.
- Sponsor EIN: 471054748
- Sponsor Address: 3560 E. NORWOOD CIR., MESA, AZ, 85213
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 37
- Total Assets: $2.0M
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. |
|---|
| 2025 | 37 | $2.0M | $0 | $0 |
| 2024 | 34 | $1.9M | $21,281 | $28,075 |
| 2023 | 24 | $1.8M | $18,518 | $22,038 |
| 2022 | 22 | $1.6M | $16,166 | $18,908 |