# Davis, Malm & D'Agostine, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/davis-malm-d-agostine-p-c-401k-plan

> Davis, Malm & D'Agostine, P.C.'s 401(k) plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Davis, Malm & D'Agostine, P.C.

- **Sponsor EIN:** 043139791

- **Sponsor Address:** 1 BOSTON PLACE, BOSTON, MA, 021084407

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

- **Total Participants:** 58

- **Total Assets:** $41.5M

## 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|58|$41.5M|$643,782|$662,165|

| 2023|90|$38.3M|$760,865|$1.0M|

| 2022|95|$36.6M|$678,944|$1.0M|

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