# Georgina Asset Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/georgina-asset-management-llc-plan

> Georgina Asset Management, LLC's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Georgina Asset Management, LLC

- **Sponsor EIN:** 954793276

- **Sponsor Address:** 1201 MONTANA AVE., SUITE 205, SANTA MONICA, CA, 90403

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

- **Total Participants:** 5

- **Total Assets:** $962,954

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5|$962,954|$0|$0|

| 2023|3|$970,210|$0|$0|

| 2022|2|$1.2M|$66,912|$0|

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