# Kerry L. Plante Cpa PC 401(k) Plan
Source: https://planprovider.pro/companies/kerry-l-plante-cpa-pc-plan

> Kerry L. Plante Cpa PC'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:** Kerry L. Plante Cpa PC

- **Sponsor EIN:** 862609137

- **Sponsor Address:** ONE CABOT PLACE STE 5, STOUGHTON, MA, 02072

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

- **Total Participants:** 3

- **Total Assets:** $598,497

## 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|3|$598,497|$10,286|$47,723|

| 2023|3|$487,479|$7,965|$39,801|

| 2022|3|$381,147|$9,353|$30,262|

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