# Curtis, Heinz, Garrett & O'Keefe, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/curtis-heinz-garrett-o-keefe-p-c-401k-plan

> Curtis, Heinz, Garrett & O'Keefe, P.C.'s 401(k) plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Curtis, Heinz, Garrett & O'Keefe, P.C.

- **Sponsor EIN:** 431433832

- **Sponsor Address:** 130 SOUTH BEMISTON AVE, SUITE 200, ST. LOUIS, MO, 63105

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

- **Total Participants:** 40

- **Total Assets:** $8.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|40|$8.2M|$551,222|$221,143|

| 2023|31|$7.4M|$561,797|$162,249|

| 2022|31|$6.5M|$532,133|$174,852|

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