Charles & Marcia Anderson Partners DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Charles & Marcia Anderson Partners
  • Sponsor EIN: 931075864
  • Sponsor Address: 69530 CONDON HIGHWAY, HEPPNER, OR, 97836
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $808,802

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$808,802$0$0
20234$5.4M$4,964$0
20224$4.2M$15,537$0

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