# Dal Poggetto & Company LLP 401(k) Plan
Source: https://planprovider.pro/companies/dal-poggetto-company-llp-401k-plan

> Dal Poggetto & Company LLP's 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dal Poggetto & Company LLP

- **Sponsor EIN:** 680289709

- **Sponsor Address:** 149 STONY CIRCLE, SANTA ROSA, CA, 95401

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

- **Total Participants:** 18

- **Total Assets:** $5.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|18|$5.5M|$40,579|$210,100|

| 2023|15|$4.8M|$36,170|$161,738|

| 2022|16|$3.9M|$35,064|$144,529|

## Similar Plans

- [Cline Carroll & Bartell LLP](https://planprovider.pro/companies/cline-carroll-bartell-llp-plan) — 17 participants

- [Given & Company, INC.](https://planprovider.pro/companies/given-company-inc-401k-plan) — 17 participants

- [Miller Giangrande LLP](https://planprovider.pro/companies/miller-giangrande-llp-401k-plan) — 17 participants

- [Wastvedt And Company, INC.](https://planprovider.pro/companies/wastvedt-and-company-inc-401k-plan) — 17 participants

- [Benton Roberson Cpas LLP](https://planprovider.pro/companies/benton-roberson-cpas-llp-401k-plan) — 17 participants

- [Sher/Gelb, An Accountancy Corporation](https://planprovider.pro/companies/sher-gelb-an-accountancy-corporation-401k-plan) — 17 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dal-poggetto-company-llp-401k-plan)

© 2026 PlanProvider.Pro