Plan Snapshot
- Plan Sponsor: Greenberg Financial Group
- Sponsor EIN: 860903680
- Sponsor Address: 4511 N. CAMPBELL AVE. SUITE 255, TUCSON, AZ, 85718
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 10 | $1.4M | $40,915 | $112,675 |
| 2024 | 10 | $1.5M | $33,855 | $96,416 |
| 2023 | 9 | $1.1M | $33,866 | $83,774 |
| 2022 | 7 | $910,399 | $32,519 | $82,325 |