# Manzanita Private Investment Corporation 401(k) Plan
Source: https://planprovider.pro/companies/manzanita-private-investment-corporation-853394263-002

> Manzanita Private Investment Corporation's 401(k) plan: 5 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Manzanita Private Investment Corporation

- **Sponsor EIN:** 853394263

- **Sponsor Address:** 539 W COMMERCE ST PMB 5841, DALLAS, TX, 752081953

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

- **Plan Number:** 002

- **Total Participants:** 5

- **Total Assets:** $1.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|5|$1.9M|$0|$0|

| 2024|5|$1.6M|$230,000|$130,000|

| 2023|5|$1.2M|$217,500|$127,500|

| 2022|5|$880,000|$202,500|$102,500|

## Similar Plans

- [Fisher Asset Management, LLC Dba Fisher Investments](https://planprovider.pro/companies/fisher-asset-management-llc-dba-fisher-investments-401k-plan) — 4,886 participants

- [Situsamc Holdings Corp.](https://planprovider.pro/companies/situsamc-holdings-corp-401k-plan) — 2,858 participants

- [Tpg Global, LLC](https://planprovider.pro/companies/tpg-global-llc-401k-plan) — 2,495 participants

- [Dimensional Investment LLC](https://planprovider.pro/companies/dimensional-investment-llc-401k-plan) — 1,226 participants

- [Mccombs Family Partners, Ltd](https://planprovider.pro/companies/mccombs-family-partners-ltd-300001872-501) — 1,162 participants

- [Bepco, L.P.](https://planprovider.pro/companies/bepco-l-p-plan-002) — 1,056 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/manzanita-private-investment-corporation-853394263-002)

© 2026 PlanProvider.Pro