# Weinstein Zugman, LLC 401(k) Plan
Source: https://planprovider.pro/companies/weinstein-zugman-llc-401k-plan

> Weinstein Zugman, LLC's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Weinstein Zugman, LLC

- **Sponsor EIN:** 200453834

- **Sponsor Address:** 777 W YAMATO ROAD SUITE 130, BOCA RATON, FL, 33431

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

- **Total Participants:** 9

- **Total Assets:** $1.5M

## 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|9|$1.5M|$15,274|$137,521|

| 2023|9|$2.0M|$19,358|$118,907|

| 2022|9|$1.9M|$22,871|$91,466|

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