# Martin & Zerfoss, INC. 401(k) Plan
Source: https://planprovider.pro/companies/martin-zerfoss-inc-plan

> Martin & Zerfoss, INC.'s 401(k) plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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