# Fitz Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fitz-enterprises-inc-401k-plan

> Fitz Enterprises, INC.'s 401(k) plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fitz Enterprises, INC.

- **Sponsor EIN:** 930691471

- **Sponsor Address:** 232 NE MIDDLEFIELD ROAD, PORTLAND, OR, 97211

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

- **Total Participants:** 38

- **Total Assets:** $1.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|38|$1.7M|$60,972|$123,149|

| 2023|36|$1.4M|$60,959|$91,081|

| 2022|28|$1.0M|$48,823|$63,012|

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