# Mal Warwick & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mal-warwick-associates-inc-942914158-001

> Mal Warwick & Associates, INC.'s 401(k) plan: 59 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mal Warwick & Associates, INC.

- **Sponsor EIN:** 942914158

- **Sponsor Address:** 2550 NINTH STREET, #103, BERKELEY, CA, 94710

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

- **Plan Number:** 001

- **Total Participants:** 59

- **Total Assets:** $14.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2024|59|$14.6M|$406,309|$590,556|

| 2023|60|$12.8M|$414,164|$563,561|

| 2022|62|$13.2M|$450,718|$486,255|

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