# Kalfus & Nachman, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/kalfus-nachman-p-c-541124387-001

> Kalfus & Nachman, P.C.'s 401(k) plan: 96 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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)

- **Plan Number:** 001

- **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|$0|$0|

| 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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