Fraser, Waldrop & Company Cpa'S INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fraser, Waldrop & Company Cpa'S INC.
  • Sponsor EIN: 270845495
  • Sponsor Address: 2121 S. ONEIDA STREET SUITE 325, DENVER, CO, 802242552
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $599,483

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$599,483$12,876$61,134
20233$678,562$12,006$61,541
20222$564,704$5,517$27,812

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