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)
- Plan Number: 001
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 17 | $4.6M | $0 | $0 |
| 2024 | 15 | $4.1M | $44,919 | $131,976 |
| 2023 | 16 | $4.7M | $44,485 | $122,862 |
| 2022 | 15 | $4.1M | $143,246 | $104,500 |