# Kathleen Schwartzplatz DC Plan
Source: https://planprovider.pro/companies/kathleen-schwartzplatz-plan

> Kathleen Schwartzplatz's DC plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kathleen Schwartzplatz

- **Sponsor EIN:** 680263780

- **Sponsor Address:** 730 HOWE AVE STE 100, SACRAMENTO, CA, 95825

- **Plan Type:** DC

- **Total Participants:** 3

- **Total Assets:** $1.2M

## 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|3|$1.2M|$4,218|$37,124|

| 2023|3|$995,126|$10,240|$32,492|

| 2022|3|$757,607|$9,768|$27,634|

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