# Appletree & Kern PC 401(k) Plan
Source: https://planprovider.pro/companies/appletree-kern-pc-251449363-002

> Appletree & Kern PC's 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Appletree & Kern PC

- **Sponsor EIN:** 251449363

- **Sponsor Address:** 9 WEST 34TH STREET, ERIE, PA, 165082811

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

- **Plan Number:** 002

- **Total Participants:** 3

- **Total Assets:** $2.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2025|3|$2.1M|$0|$0|

| 2024|4|$2.0M|$35,997|$81,754|

| 2023|4|$1.8M|$33,579|$74,621|

| 2022|4|$1.6M|$38,922|$78,790|

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