Plan Snapshot
- Plan Sponsor: Nasella Mathis & Associates
- Sponsor EIN: 330594381
- Sponsor Address: 4660 LA JOLLA VILLAGE DR STE 125, SAN DIEGO, CA, 921224612
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 8
- Total Assets: $765,079
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 8 | $765,079 | $0 | $0 |
| 2024 | 8 | $729,441 | $25,224 | $89,715 |
| 2023 | 8 | $531,291 | $15,135 | $59,046 |
| 2022 | 7 | $384,268 | $14,102 | $61,627 |
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