# Needham And Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/needham-and-associates-inc-401k-plan-001-1071

> Needham And Associates, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Needham And Associates, INC.

- **Sponsor EIN:** 821341071

- **Sponsor Address:** 4958 VALLEYDALE ROAD, SUITE 252, BIRMINGHAM, AL, 35242

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

- **Total Participants:** 3

- **Total Assets:** $325,000

## 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

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

| 2024|3|$325,000|$0|$0|

| 2023|4|$316,000|$0|$0|

| 2022|4|$309,068|$0|$0|

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