# Covey Roberts & Carmody-Roberts, LLC DC Plan
Source: https://planprovider.pro/companies/covey-roberts-carmody-roberts-llc-plan-003

> Covey Roberts & Carmody-Roberts, LLC's DC plan: 3 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Covey Roberts & Carmody-Roberts, LLC

- **Sponsor EIN:** 452429796

- **Sponsor Address:** 892 ROUTE 35, PO BOX 590, CROSS RIVER, NY, 10518

- **Plan Type:** DC

- **Total Participants:** 3

- **Total Assets:** $1.5M

## 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.|

| 2023|3|$1.5M|$0|$0|

| 2022|3|$1.4M|$9,121|$0|

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