# James P. Bennett & Co. 401(k) Plan
Source: https://planprovider.pro/companies/james-p-bennett-co-401k-plan

> James P. Bennett & Co.'s 401(k) plan: 20 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** James P. Bennett & Co.

- **Sponsor EIN:** 952094514

- **Sponsor Address:** 2716 OCEAN PARK BLVD SUITE 1045, SANTA MONICA, CA, 90405

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

- **Total Participants:** 20

- **Total Assets:** $3.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|20|$3.2M|$18,806|$269,354|

| 2023|21|$3.5M|$21,777|$252,813|

| 2022|22|$2.9M|$16,797|$198,978|

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