# Donaldson Callif Perez, LLP 401(k) Plan
Source: https://planprovider.pro/companies/donaldson-callif-perez-llp-plan

> Donaldson Callif Perez, LLP&#39;s 401(k) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Donaldson Callif Perez, LLP

- **Sponsor EIN:** 611574311

- **Sponsor Address:** 5600 W ADAMS BLVD, LOS ANGELES, CA, 90016

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

- **Total Participants:** 21

- **Total Assets:** $4.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|21|$4.4M|$308,169|$204,983|

| 2023|22|$3.4M|$307,121|$131,714|

| 2022|15|$2.6M|$254,133|$64,204|

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