# Nasella Mathis & Associates 401(k) Plan
Source: https://planprovider.pro/companies/nasella-mathis-associates-401k-plan

> Nasella Mathis & Associates's 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 8

- **Total Assets:** $729,441

## 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.|

| 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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