# D'Andre, Peterson, & Bobus, LLP 401(k) Plan
Source: https://planprovider.pro/companies/d-andre-peterson-bobus-llp-401k-plan

> D'Andre, Peterson, & Bobus, LLP's 401(k) plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** D'Andre, Peterson, & Bobus, LLP

- **Sponsor EIN:** 911999590

- **Sponsor Address:** 1600 BROADWAY SUITE 300, OAKLAND, CA, 94612

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

- **Total Participants:** 57

- **Total Assets:** $12.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|57|$12.0M|$147,175|$521,632|

| 2023|0|$10.3M|$237,140|$637,743|

| 2022|116|$8.8M|$222,428|$531,811|

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