# Scharf Investments LLC 401(k) Plan
Source: https://planprovider.pro/companies/scharf-investments-llc-401k-plan

> Scharf Investments LLC's 401(k) plan: 26 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Scharf Investments LLC

- **Sponsor EIN:** 263775085

- **Sponsor Address:** 16450 LOS GATOS BLVD STE 207, LOS GATOS, CA, 950325594

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

- **Total Participants:** 26

- **Total Assets:** $6.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|26|$6.8M|$211,491|$367,326|

| 2023|24|$5.9M|$40,985|$397,619|

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