# Tollefson Bradley Mitchell & Melendi, LLP 401(k) Plan
Source: https://planprovider.pro/companies/tollefson-bradley-mitchell-melendi-llp-401k-plan

> Tollefson Bradley Mitchell & Melendi, LLP's 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tollefson Bradley Mitchell & Melendi, LLP

- **Sponsor EIN:** 320164299

- **Sponsor Address:** 2811 MCKINNEY AVE STE 250, DALLAS, TX, 752048545

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

- **Total Participants:** 24

- **Total Assets:** $4.4M

## 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|24|$4.4M|$119,989|$199,685|

| 2023|22|$3.9M|$97,357|$245,625|

| 2022|21|$3.0M|$93,300|$165,772|

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