# Gordon, Dana & Gilmore, LLC 401(k) Plan
Source: https://planprovider.pro/companies/gordon-dana-gilmore-llc-plan

> Gordon, Dana & Gilmore, LLC's 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gordon, Dana & Gilmore, LLC

- **Sponsor EIN:** 331023115

- **Sponsor Address:** 600 UNIVERSITY PARK PLACE SUITE 100, BIRMINGHAM, AL, 35209

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

- **Total Participants:** 11

- **Total Assets:** $3.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|11|$3.3M|$50,436|$125,925|

| 2023|12|$3.0M|$54,827|$112,175|

| 2022|13|$2.5M|$52,592|$107,350|

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