# Case, Pomeroy & Company, INC. DB Plan
Source: https://planprovider.pro/companies/case-pomeroy-company-inc-plan

> Case, Pomeroy & Company, INC.'s DB plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Case, Pomeroy & Company, INC.

- **Sponsor EIN:** 131758408

- **Sponsor Address:** 521 FIFTH AVENUE - 36TH FLOOR, NEW YORK, NY, 101750003

- **Plan Type:** DB

- **Total Participants:** 7

- **Total Assets:** $10.1M

## 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|7|$10.1M|$400,000|$0|

| 2023|7|$9.1M|$500,000|$0|

| 2022|7|$8.1M|$280,000|$0|

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