Plan Snapshot
- Plan Sponsor: Nexgen Asset Management
- Sponsor EIN: 874740231
- Sponsor Address: 4010 LENNANE DR, SACRAMENTO, CA, 95834
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 22 | $3.6M | $78,646 | $264,919 |
| 2023 | 18 | $3.0M | $85,309 | $287,680 |
| 2022 | 19 | $2.3M | $71,955 | $244,051 |