Nachmias Morris & Alt, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Nachmias Morris & Alt, LLC
  • Sponsor EIN: 301062916
  • Sponsor Address: 605 MAIN STREET, SUITE 212, RIVERTON, NJ, 08077
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$1.7M$0$15,981
202313$1.6M$0$15,204
202213$1.4M$0$17,573

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