# Greenberg Financial Group 401(k) Plan
Source: https://planprovider.pro/companies/greenberg-financial-group-860903680-002

> Greenberg Financial Group's 401(k) plan: 10 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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)

- **Plan Number:** 002

- **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|$0|$0|

| 2024|10|$1.5M|$33,855|$96,416|

| 2023|9|$1.1M|$33,866|$83,774|

| 2022|7|$910,399|$32,519|$82,325|

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