# Marotta 401(K) Pooled Employer Plan C/O David John Marotta 401(k) Plan
Source: https://planprovider.pro/companies/marotta-401-k-pooled-employer-plan-c-o-david-john-marotta-plan

> Marotta 401(K) Pooled Employer Plan C/O David John Marotta's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Marotta 401(K) Pooled Employer Plan C/O David John Marotta

- **Sponsor EIN:** 872927678

- **Sponsor Address:** 1000 EDNAM CENTER, CHARLOTTESVILLE, VA, 22903

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$203,610|$180,178|

| 2023|31|$3.0M|$292,254|$288,935|

| 2022|26|$1.2M|$22,324|$84,623|

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