# Baumgartner & Company, LLC DC Plan
Source: https://planprovider.pro/companies/baumgartner-company-llc-plan

> Baumgartner & Company, LLC's DC plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baumgartner & Company, LLC

- **Sponsor EIN:** 351889453

- **Sponsor Address:** 12461 REYNOLDS DRIVE, FISHERS, IN, 46038

- **Plan Type:** DC

- **Total Participants:** 78

- **Total Assets:** $25.8M

## 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|78|$25.8M|$0|$0|

| 2023|70|$23.1M|$0|$0|

| 2022|72|$19.1M|$0|$0|

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