# Boehm, Kurtz & Lowry DC Plan
Source: https://planprovider.pro/companies/boehm-kurtz-lowry-plan

> Boehm, Kurtz & Lowry's DC plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boehm, Kurtz & Lowry

- **Sponsor EIN:** 311300681

- **Sponsor Address:** 425 WALNUT STREET, SUITE 2400, CINCINNATI, OH, 45202

- **Plan Type:** DC

- **Total Participants:** 6

- **Total Assets:** $10.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6|$10.0M|$165,501|$90,383|

| 2023|6|$8.6M|$169,783|$122,041|

| 2022|6|$7.6M|$166,781|$123,330|

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