Mehlman Jacobs LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mehlman Jacobs LLP
  • Sponsor EIN: 853765634
  • Sponsor Address: 4350 LA JOLLA VILLAGE DRIVE, SAN DIEGO, CA, 92122
  • Plan Type: 401(k)
  • Total Participants: 35
  • Total Assets: $2.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202435$2.3M$142,570$363,299
202334$1.5M$89,600$371,468
202230$915,319$47,442$279,879

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