Plan Snapshot
- Plan Sponsor: Martin & Zerfoss, INC.
- Sponsor EIN: 621583563
- Sponsor Address: 6730 CHARLOTTE PIKE, NASHVILLE, TN, 37209
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 39 | $4.5M | $153,027 | $269,209 |
| 2023 | 35 | $3.6M | $117,141 | $249,000 |
| 2022 | 26 | $2.7M | $175,344 | $31,749 |