Plan Snapshot
- Plan Sponsor: Kalfus & Nachman, P.C.
- Sponsor EIN: 541124387
- Sponsor Address: 870 N. MILITARY HWY. STE 300, NORFOLK, VA, 23541
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 96 | $13.8M | $361,787 | $222,383 |
| 2024 | 58 | $15.2M | $313,844 | $197,983 |
| 2023 | 49 | $13.2M | $275,307 | $165,803 |
| 2022 | 43 | $11.6M | $252,223 | $157,860 |
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