# Francis L. Dean & Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/francis-l-dean-associates-llc-401k-plan

> Francis L. Dean & Associates, LLC's 401(k) plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Francis L. Dean & Associates, LLC

- **Sponsor EIN:** 261918036

- **Sponsor Address:** 1776 SOUTH NAPERVILLE ROAD, WHEATON, IL, 60189

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

- **Total Participants:** 39

- **Total Assets:** $9.7M

## 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|39|$9.7M|$113,072|$194,913|

| 2023|32|$8.3M|$105,092|$180,014|

| 2022|35|$6.8M|$90,025|$146,251|

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