# Dilts Macary & Calvin, LLC 401(k) Plan
Source: https://planprovider.pro/companies/dilts-macary-calvin-llc-401k-plan

> Dilts Macary & Calvin, LLC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dilts Macary & Calvin, LLC

- **Sponsor EIN:** 232484485

- **Sponsor Address:** 455 PENNSYLVANIA AVENUE, FORT WASHINGTON, PA, 19034

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

- **Total Participants:** 7

- **Total Assets:** $3.7M

## 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|7|$3.7M|$51,234|$152,278|

| 2023|6|$3.1M|$45,318|$117,699|

| 2022|6|$2.5M|$43,089|$116,046|

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