# Cavaretta, Katona & Leighner, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/cavaretta-katona-leighner-pllc-401k-plan

> Cavaretta, Katona & Leighner, PLLC's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cavaretta, Katona & Leighner, PLLC

- **Sponsor EIN:** 274528494

- **Sponsor Address:** 700 NORTH SAINT MARY'S STREET, SAN ANTONIO, TX, 78205

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

- **Total Participants:** 9

- **Total Assets:** $1.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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

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

| 2024|9|$1.3M|$0|$23,630|

| 2023|2|$1.2M|$18,270|$75,565|

| 2022|10|$1.3M|$0|$68,984|

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