Cassem, Tierney, Adams, Gotch & Douglas DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cassem, Tierney, Adams, Gotch & Douglas
  • Sponsor EIN: 470419903
  • Sponsor Address: 9290 W DODGE RD, STE 302, OMAHA, NE, 68114
  • Plan Type: DC
  • Total Participants: 15
  • Total Assets: $11.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$11.3M$204,858$0
202316$9.9M$240,848$0
202219$10.1M$261,666$0

Similar Plans