# Donnelly Nelson & Depolo, A Professional Corporation 401(k) Plan
Source: https://planprovider.pro/companies/donnelly-nelson-depolo-a-professional-corporation-401k-plan

> Donnelly Nelson & Depolo, A Professional Corporation's 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Donnelly Nelson & Depolo, A Professional Corporation

- **Sponsor EIN:** 263919591

- **Sponsor Address:** 201 N CIVIC DRIVE, WALNUT CREEK, CA, 94596

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

- **Total Participants:** 11

- **Total Assets:** $2.8M

## 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|11|$2.8M|$53,375|$138,467|

| 2023|12|$2.3M|$131,358|$144,793|

| 2022|15|$2.2M|$123,163|$169,464|

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