# James Rheim, M.D., INC. 401(k) Plan
Source: https://planprovider.pro/companies/james-rheim-m-d-inc-plan

> James Rheim, M.D., 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:** James Rheim, M.D., INC.

- **Sponsor EIN:** 942146556

- **Sponsor Address:** 757 PACIFIC STREET, SUITE A-1, MONTEREY, CA, 93940

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

- **Total Participants:** 9

- **Total Assets:** $4.6M

## 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|$4.6M|$40,672|$60,969|

| 2023|8|$4.1M|$58,516|$66,500|

| 2022|7|$3.6M|$51,418|$63,000|

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