Nicolas Alexander Company 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Nicolas Alexander Company
  • Sponsor EIN: 810617378
  • Sponsor Address: 555 ANTON BLVD., SUITE 850, COSTA MESA, CA, 92626
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $5.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$5.7M$31,136$68,841
202317$5.6M$101,325$122,875
202210$4.8M$137,870$99,997

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