# Greenspan & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/greenspan-associates-inc-plan-002

> Greenspan & Associates, INC.'s 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Greenspan & Associates, INC.

- **Sponsor EIN:** 953644013

- **Sponsor Address:** 6345 BALBOA BLVD., SUITE 355, ENCINO, CA, 913161511

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

- **Total Participants:** 9

- **Total Assets:** $3.2M

## 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|9|$3.2M|$29,126|$103,110|

| 2023|7|$2.6M|$24,827|$98,580|

| 2022|7|$2.1M|$25,594|$85,830|

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