# Kenneth E. Boone Wealth Management, LLC DC Plan
Source: https://planprovider.pro/companies/kenneth-e-boone-wealth-management-llc-plan

> Kenneth E. Boone Wealth Management, LLC's DC plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kenneth E. Boone Wealth Management, LLC

- **Sponsor EIN:** 933146765

- **Sponsor Address:** 723 WEST F STREET, OAKDALE, CA, 95361

- **Plan Type:** DC

- **Total Participants:** 4

- **Total Assets:** $316,717

## 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|4|$316,717|$0|$0|

| 2023|4|$260,253|$0|$0|

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