# Ivey, Barnum & O'Mara, LLC DC Plan
Source: https://planprovider.pro/companies/ivey-barnum-o-mara-llc-plan

> Ivey, Barnum & O'Mara, LLC's DC plan: 64 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ivey, Barnum & O'Mara, LLC

- **Sponsor EIN:** 060642300

- **Sponsor Address:** 170 MASON ST, GREENWICH, CT, 068306644

- **Plan Type:** DC

- **Total Participants:** 64

- **Total Assets:** $17.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|64|$17.7M|$229,232|$521,902|

| 2023|44|$17.1M|$210,092|$529,090|

| 2022|42|$15.9M|$203,935|$453,908|

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