# Charles Small & Associates DB Plan
Source: https://planprovider.pro/companies/charles-small-associates-plan

> Charles Small & Associates's DB plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charles Small & Associates

- **Sponsor EIN:** 342060428

- **Sponsor Address:** PO BOX 601625, SACRAMENTO, CA, 95860

- **Plan Type:** DB

- **Total Participants:** 2

- **Total Assets:** $194,480

## 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

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

| 2024|2|$194,480|$194,480|$0|

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