# Casey Trees 403(b) Plan
Source: https://planprovider.pro/companies/casey-trees-403b-plan

> Casey Trees's 403(b) plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Casey Trees

- **Sponsor EIN:** 311766444

- **Sponsor Address:** 3030 12TH ST NE, WASHINGTON, DC, 200172408

- **Plan Type:** 403(b)

- **Total Participants:** 61

- **Total Assets:** $6.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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.|

| 2024|61|$6.2M|$278,820|$346,023|

| 2023|58|$4.9M|$213,310|$261,740|

| 2022|68|$3.8M|$181,036|$242,143|

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