# Durham & Bates Agencies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/durham-bates-agencies-inc-930463663-002

> Durham & Bates Agencies, INC.'s 401(k) plan: 33 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Durham & Bates Agencies, INC.

- **Sponsor EIN:** 930463663

- **Sponsor Address:** 1211 SW 5TH AVENUE, SUITE 2800, PORTLAND, OR, 97204

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

- **Plan Number:** 002

- **Total Participants:** 33

- **Total Assets:** $39.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|33|$39.2M|$151,325|$0|

| 2023|36|$16.1M|$555,880|$0|

| 2022|33|$14.8M|$786,815|$0|

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