# Sher/Gelb, An Accountancy Corporation 401(k) Plan
Source: https://planprovider.pro/companies/sher-gelb-an-accountancy-corporation-401k-plan

> Sher/Gelb, An Accountancy Corporation's 401(k) plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sher/Gelb, An Accountancy Corporation

- **Sponsor EIN:** 954279109

- **Sponsor Address:** 15060 VENTURA BLVD.SUITE 300, SHERMAN OAKS, CA, 914032426

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

- **Total Participants:** 17

- **Total Assets:** $7.0M

## 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|17|$7.0M|$324,700|$128,608|

| 2023|14|$6.1M|$200,948|$105,500|

| 2022|14|$5.1M|$193,620|$92,695|

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