# Mandelbaum & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mandelbaum-associates-inc-954459770-003

> Mandelbaum & Associates, INC.'s 401(k) plan: 14 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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