# Capell & Howard PC 401(k) Plan
Source: https://planprovider.pro/companies/capell-howard-pc-plan

> Capell & Howard PC's 401(k) plan: 59 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capell & Howard PC

- **Sponsor EIN:** 630593542

- **Sponsor Address:** 150 SOUTH PERRY ST., MONTGOMERY, AL, 36104

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

- **Total Participants:** 59

- **Total Assets:** $36.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|59|$36.2M|$720,340|$523,946|

| 2023|55|$35.3M|$466,829|$468,366|

| 2022|43|$30.6M|$264,569|$420,663|

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