# Personal Resources Investment & Strategic Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/personal-resources-investment-strategic-management-inc-401k-plan

> Personal Resources Investment & Strategic Management, INC.'s 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Personal Resources Investment & Strategic Management, INC.

- **Sponsor EIN:** 200077521

- **Sponsor Address:** 4361 TUJUNGA AVENUE, SUITE A, STUDIO CITY, CA, 91604

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

- **Total Participants:** 6

- **Total Assets:** $10.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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

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

| 2024|6|$10.9M|$151,826|$116,606|

| 2023|6|$9.6M|$141,530|$109,470|

| 2022|5|$8.4M|$131,232|$103,111|

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