# Doug Bean & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/doug-bean-associates-inc-930949422-001

> Doug Bean & Associates, INC.'s 401(k) plan: 22 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Doug Bean & Associates, INC.

- **Sponsor EIN:** 930949422

- **Sponsor Address:** PO BOX 2519, PORTLAND, OR, 97208

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

- **Plan Number:** 001

- **Total Participants:** 22

- **Total Assets:** $4.0M

## 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.|

| 2025|22|$4.0M|$0|$0|

| 2024|15|$3.4M|$19,363|$60,150|

| 2023|11|$3.2M|$30,000|$54,849|

| 2022|12|$3.4M|$29,996|$71,939|

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