# Douglas & Greer, INC. 401(k) Plan
Source: https://planprovider.pro/companies/douglas-greer-inc-620455860-001

> Douglas & Greer, INC.'s 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Douglas & Greer, INC.

- **Sponsor EIN:** 620455860

- **Sponsor Address:** 6263 POPLAR, MEMPHIS, TN, 38119

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

- **Plan Number:** 001

- **Total Participants:** 8

- **Total Assets:** $5.6M

## 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|8|$5.6M|$70,618|$58,794|

| 2023|8|$5.2M|$93,209|$123,738|

| 2022|7|$5.2M|$46,695|$63,657|

## Similar Plans

- [Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC](https://planprovider.pro/companies/sunstar-insurance-group-dba-chapman-sander-insurance-llc-401k-plan) — 738 participants

- [Willis North America INC.](https://planprovider.pro/companies/willis-north-america-inc-plan-001) — 460 participants

- [Reliance Partners, LLC](https://planprovider.pro/companies/reliance-partners-llc-401k-plan) — 230 participants

- [Brentwood Services, INC.](https://planprovider.pro/companies/brentwood-services-inc-401k-plan) — 185 participants

- [Zander Group Holdings, INC.](https://planprovider.pro/companies/zander-group-holdings-inc-401k-plan) — 174 participants

- [Velocity Risk Underwriters, LLC](https://planprovider.pro/companies/velocity-risk-underwriters-llc-401k-plan) — 154 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/douglas-greer-inc-620455860-001)

© 2026 PlanProvider.Pro