# Estate & Retirement Strategies DC Plan
Source: https://planprovider.pro/companies/estate-retirement-strategies-plan

> Estate & Retirement Strategies's DC plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Estate & Retirement Strategies

- **Sponsor EIN:** 860830430

- **Sponsor Address:** PO BOX 13728, TEMPE, AZ, 85284

- **Plan Type:** DC

- **Total Participants:** 2

- **Total Assets:** $989,726

## 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|2|$989,726|$22,500|$0|

| 2023|2|$1.1M|$20,000|$0|

| 2022|2|$818,875|$0|$0|

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