Plan Snapshot
- Plan Sponsor: Mandelbaum & Associates, INC.
- Sponsor EIN: 954459770
- Sponsor Address: 848 MANHATTAN BEACH BLVD., MANHATTAN BEACH, CA, 902665119
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 14
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 14 | $14.0M | $0 | $0 |
| 2024 | 9 | $13.6M | $11,388 | $58,554 |
| 2023 | 9 | $13.3M | $13,795 | $63,599 |
| 2022 | 8 | $12.0M | $10,150 | $56,327 |