# Holmes & Turner, P.C. DC Plan
Source: https://planprovider.pro/companies/holmes-turner-p-c-810347988-001

> Holmes & Turner, P.C.'s DC plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holmes & Turner, P.C.

- **Sponsor EIN:** 810347988

- **Sponsor Address:** 1283 N 14TH AVENUE SUITE 201, BOZEMAN, MT, 59715

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 10

- **Total Assets:** $4.6M

## 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.|

| 2024|10|$4.6M|$0|$0|

| 2023|20|$4.5M|$399,847|$0|

| 2022|19|$3.3M|$356,818|$0|

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