# Fenton & Keller, A Professional Corporation 401(k) Plan
Source: https://planprovider.pro/companies/fenton-keller-a-professional-corporation-401k-plan

> Fenton & Keller, A Professional Corporation's 401(k) plan: 56 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fenton & Keller, A Professional Corporation

- **Sponsor EIN:** 770354151

- **Sponsor Address:** 2801 MONTEREY-SALINAS HIGHWAY, MONTEREY, CA, 93940

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

- **Total Participants:** 56

- **Total Assets:** $12.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|56|$12.7M|$217,697|$542,021|

| 2023|51|$10.7M|$201,285|$421,346|

| 2022|45|$8.7M|$214,897|$464,991|

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