# Mosher Financial Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mosher-financial-advisors-llc-401k-plan

> Mosher Financial Advisors, LLC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mosher Financial Advisors, LLC

- **Sponsor EIN:** 823054990

- **Sponsor Address:** 3658 MT. DIABLO BLVD., SUITE 210, LAFAYETTE, CA, 945493751

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

- **Total Participants:** 7

- **Total Assets:** $13.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|7|$13.8M|$160,888|$116,759|

| 2023|8|$10.9M|$140,842|$92,700|

| 2022|8|$9.0M|$149,651|$86,075|

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