# Jordan Ugalde Holdings INC. 401(k) Plan
Source: https://planprovider.pro/companies/jordan-ugalde-holdings-inc-401k-plan

> Jordan Ugalde Holdings INC.'s 401(k) plan: 6 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Jordan Ugalde Holdings INC.

- **Sponsor EIN:** 991888243

- **Sponsor Address:** 58 CLINTON STREET, EVERETT, MA, 02149

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

- **Total Participants:** 6

- **Total Assets:** $109,766

## 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|6|$109,766|$19,786|$44,852|

| 2024|6|$33,301|$13,116|$20,123|

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