# Kern & Thompson, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kern-thompson-llc-plan

> Kern & Thompson, LLC'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:** Kern & Thompson, LLC

- **Sponsor EIN:** 931157146

- **Sponsor Address:** 1800 SW FIRST AVE., PORTLAND, OR, 972015333

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

- **Total Participants:** 20

- **Total Assets:** $2.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|$2.8M|$69,057|$274,829|

| 2023|18|$2.6M|$68,398|$254,969|

| 2022|19|$1.9M|$59,507|$212,980|

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