# Applied Value LLC DC Plan
Source: https://planprovider.pro/companies/applied-value-llc-plan-001

> Applied Value LLC's DC plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Applied Value LLC

- **Sponsor EIN:** 161641384

- **Sponsor Address:** 300 BRICKSTONE SQUARE, ANDOVER, MA, 01810

- **Plan Type:** DC

- **Total Participants:** 40

- **Total Assets:** $7.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|40|$7.0M|$529,047|$0|

| 2023|40|$5.6M|$352,380|$0|

| 2022|46|$4.4M|$364,298|$0|

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