# Thefeld & Associates, Certified Public Accountants 401(k) Plan
Source: https://planprovider.pro/companies/thefeld-associates-certified-public-accountants-401k-plan

> Thefeld & Associates, Certified Public Accountants's 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thefeld & Associates, Certified Public Accountants

- **Sponsor EIN:** 330595513

- **Sponsor Address:** 2333 CAMINO DEL RIO S STE 330, SAN DIEGO, CA, 92108

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

- **Total Participants:** 10

- **Total Assets:** $2.2M

## 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:** No

## Plan Financials by Year

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

| 2024|10|$2.2M|$44,179|$130,148|

| 2023|9|$1.7M|$40,879|$100,216|

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