# Charles A. Perry & Company 401(k) Plan
Source: https://planprovider.pro/companies/charles-a-perry-company-401k-plan

> Charles A. Perry & Company's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charles A. Perry & Company

- **Sponsor EIN:** 591035943

- **Sponsor Address:** 4133 NORTH CANAL STREET, JACKSONVILLE, FL, 32209

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

- **Total Participants:** 12

- **Total Assets:** $949,592

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|12|$949,592|$9,339|$10,658|

| 2023|19|$884,623|$23,284|$24,852|

| 2022|19|$772,253|$25,924|$28,011|

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