# Dale Scott & Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/dale-scott-co-inc-401k-plan

> Dale Scott & Co., 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:** Dale Scott & Co., INC.

- **Sponsor EIN:** 943033425

- **Sponsor Address:** 548 MARKET ST, SAN FRANCISCO, CA, 94104

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

- **Total Participants:** 9

- **Total Assets:** $8.9M

## 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|9|$8.9M|$172,849|$99,730|

| 2023|8|$7.2M|$121,664|$86,925|

| 2022|8|$6.0M|$93,644|$97,678|

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