# Bruce P. Frederick, Cpa, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/bruce-p-frederick-cpa-p-c-plan

> Bruce P. Frederick, Cpa, P.C.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bruce P. Frederick, Cpa, P.C.

- **Sponsor EIN:** 931101239

- **Sponsor Address:** 1 CENTERPOINTE DR STE 170, LAKE OSWEGO, OR, 970358655

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

- **Total Participants:** 3

- **Total Assets:** $1.7M

## 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.|

| 2024|3|$1.7M|$59,287|$43,600|

| 2023|3|$1.5M|$44,734|$49,350|

| 2022|3|$1.2M|$38,140|$43,200|

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