# Norman & Oliver, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/norman-and-oliver-p-c-plan

> Norman & Oliver, P.C.'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:** Norman & Oliver, P.C.

- **Sponsor EIN:** 200492412

- **Sponsor Address:** 7373 BROADWAY, SAN ANTONIO, TX, 78209

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

- **Total Participants:** 8

- **Total Assets:** $4.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|$4.2M|$106,854|$131,645|

| 2023|8|$3.8M|$41,393|$164,687|

| 2022|9|$3.5M|$102,224|$131,435|

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