# Epstein & Odonovan LLP 401(k) Plan
Source: https://planprovider.pro/companies/epstein-odonovan-llp-plan

> Epstein & Odonovan LLP's 401(k) plan: 9 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Epstein & Odonovan LLP

- **Sponsor EIN:** 010469709

- **Sponsor Address:** 2 MONUMENT SQ STE 500, PORTLAND, ME, 041016062

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

- **Total Participants:** 9

- **Total Assets:** $3.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2023|9|$3.2M|$37,169|$99,048|

| 2022|8|$2.5M|$31,738|$78,221|

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