# Evans Petree PC 401(k) Plan
Source: https://planprovider.pro/companies/evans-petree-pc-plan

> Evans Petree PC's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Evans Petree PC

- **Sponsor EIN:** 620998330

- **Sponsor Address:** 1715 AARON BRENNER DRIVE, SUITE 800, MEMPHIS, TN, 38120

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

- **Total Participants:** 88

- **Total Assets:** $77.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|88|$77.7M|$70,823|$955,390|

| 2023|82|$68.0M|$85,445|$1.1M|

| 2022|85|$53.8M|$73,956|$617,964|

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