# Kennedy & Associates, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/kennedy-associates-pllc-401k-plan

> Kennedy & Associates, PLLC's 401(k) 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:** Kennedy & Associates, PLLC

- **Sponsor EIN:** 810925062

- **Sponsor Address:** 5851 SAN FELIPE, STE 925, HOUSTON, TX, 77057

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

- **Total Participants:** 3

- **Total Assets:** $1.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|3|$1.4M|$2,888|$3,610|

| 2023|2|$698,326|$3,554|$4,442|

| 2022|3|$699,087|$6,054|$7,568|

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