# Sozo Capital, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sozo-capital-inc-401k-plan

> Sozo Capital, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sozo Capital, INC.

- **Sponsor EIN:** 850717170

- **Sponsor Address:** 7038 CENTRE GROVE DR., HOUSTON, TX, 77069

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

- **Total Participants:** 2

- **Total Assets:** $826,125

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|2|$826,125|$45,000|$60,000|

| 2023|2|$670,559|$26,250|$52,500|

| 2022|2|$463,840|$160|$0|

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