G.M. Brandt P.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: G.M. Brandt P.C.
  • Sponsor EIN: 208146927
  • Sponsor Address: 17933 NW EVERGREEN PLACE 340, BEAVERTON, OR, 97006
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $3.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$3.2M$33,629$38,500
20232$2.6M$32,449$37,000
20222$2.1M$29,397$33,500

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