Charles Adam DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Charles Adam
  • Sponsor EIN: 471147697
  • Sponsor Address: 11295 WASHINGTON ST STE C, NORTHGLENN, CO, 802333125
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $156,311

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.
20242$156,311$0$0
20232$156,311$0$0
20222$156,311$0$0

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