# Gerald C. Condon, Jr. & Associates 401(k) Plan
Source: https://planprovider.pro/companies/gerald-c-condon-jr-associates-401k-plan

> Gerald C. Condon, Jr. & Associates's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gerald C. Condon, Jr. & Associates

- **Sponsor EIN:** 391731751

- **Sponsor Address:** 200 S. WASHINGTON ST. SUITE 301, GREEN BAY, WI, 54301

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

- **Total Participants:** 4

- **Total Assets:** $2.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4|$2.8M|$18,335|$77,001|

| 2023|4|$2.8M|$18,335|$77,001|

| 2022|4|$2.4M|$17,374|$67,102|

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