# The Soza Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-soza-group-inc-831865561-001

> The Soza Group, INC.'s 401(k) plan: 4 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Soza Group, INC.

- **Sponsor EIN:** 831865561

- **Sponsor Address:** 173 CLYDE DRIVE, WALNUT CREEK, CA, 94598

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

- **Plan Number:** 001

- **Total Participants:** 4

- **Total Assets:** $145,353

## 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.|

| 2025|4|$145,353|$0|$0|

| 2024|4|$123,162|$0|$0|

| 2023|4|$53,088|$0|$0|

| 2022|4|$64,746|$0|$0|

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