Plan Snapshot
- Plan Sponsor: Nicholas Management Group, INC.
- Sponsor EIN: 274848545
- Sponsor Address: 15 ENTERPRISE, ALISO VIEJO, CA, 92656
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $6.4M
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 | 54 | $6.4M | $85,446 | $243,491 |
| 2023 | 39 | $6.0M | $97,171 | $257,935 |
| 2022 | 46 | $5.3M | $116,433 | $302,327 |