# Conn & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/conn-associates-inc-plan-001

> Conn & Associates, INC.'s 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Conn & Associates, INC.

- **Sponsor EIN:** 592894920

- **Sponsor Address:** 1960 C BUFORD BOULEVARD, TALLAHASSEE, FL, 32308

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

- **Total Participants:** 9

- **Total Assets:** $2.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|9|$2.9M|$71,035|$68,580|

| 2023|9|$2.7M|$78,037|$75,339|

| 2022|10|$2.3M|$73,936|$69,982|

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