# Caito & Klein Associates INC DC Plan
Source: https://planprovider.pro/companies/caito-klein-associates-inc-plan

> Caito & Klein Associates INC's DC plan: 13 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Caito & Klein Associates INC

- **Sponsor EIN:** 953744357

- **Sponsor Address:** 33 HAMMOND STREET STE 204, IRVINE, CA, 92618

- **Plan Type:** DC

- **Total Participants:** 13

- **Total Assets:** $4.8M

## 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:** Yes

## Plan Financials by Year

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

| 2025|13|$4.8M|$0|$0|

| 2024|13|$4.8M|$0|$0|

| 2023|14|$4.6M|$102,527|$0|

| 2022|14|$4.0M|$75,000|$0|

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