Comstock Advisors DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Comstock Advisors
  • Sponsor EIN: 341823071
  • Sponsor Address: 3825 EDWARDS RD., SUITE 103, CINCINNATI, OH, 45209
  • Plan Type: DC
  • Total Participants: 12
  • Total Assets: $4.7M

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.
202412$4.7M$243,849$0
202310$4.9M$163,774$0
202211$4.8M$109,808$0

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