# Dm Berg Consultants P.C. 401(k) Plan
Source: https://planprovider.pro/companies/dm-berg-consultants-p-c-401k-plan

> Dm Berg Consultants P.C.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dm Berg Consultants P.C.

- **Sponsor EIN:** 043497375

- **Sponsor Address:** 475 HILLSIDE AVE, SUITE 5, NEEDHAM, MA, 02494

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

- **Total Participants:** 4

- **Total Assets:** $5.2M

## 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|4|$5.2M|$0|$99,429|

| 2023|5|$4.9M|$0|$93,550|

| 2022|5|$4.0M|$0|$81,384|

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