Devita & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Devita & Associates, INC.
  • Sponsor EIN: 570784426
  • Sponsor Address: P.O. BOX 1596, GREENVILLE, SC, 296021596
  • Plan Type: 401(k)
  • Total Participants: 95
  • Total Assets: $9.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202495$9.6M$343,672$784,966
202397$8.1M$358,041$773,203
202297$6.6M$304,428$670,431

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