# Hale & Company, Cpa, P.C. DC Plan
Source: https://planprovider.pro/companies/hale-company-cpa-p-c-plan

> Hale & Company, Cpa, P.C.'s DC plan: 23 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Hale & Company, Cpa, P.C.

- **Sponsor EIN:** 731486189

- **Sponsor Address:** 1300 E 15TH ST STE 150, EDMOND, OK, 730135029

- **Plan Type:** DC

- **Total Participants:** 23

- **Total Assets:** $2.2M

## 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

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

| 2025|23|$2.2M|$38,416|$80,897|

| 2024|21|$2.0M|$44,963|$128,303|

| 2023|26|$2.2M|$38,087|$178,922|

| 2022|22|$1.8M|$45,096|$119,068|

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