Gherardi & Moore, P.A. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Gherardi & Moore, P.A.
  • Sponsor EIN: 850291599
  • Sponsor Address: 8310 PALOMAS AVENUE NE STE A, ALBUQUERQUE, NM, 87109
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $4.6M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202517$4.6M$42,861$94,046
202415$4.1M$44,919$131,976
202316$4.7M$44,485$122,862
202215$4.1M$143,246$104,500

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