# Klcm Advisors, INC. DC Plan
Source: https://planprovider.pro/companies/klcm-advisors-inc-plan

> Klcm Advisors, INC.'s DC plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Klcm Advisors, INC.

- **Sponsor EIN:** 391752579

- **Sponsor Address:** 330 E. KILBOURN AVE, SUITE 1180, MILWAUKEE, WI, 53202

- **Plan Type:** DC

- **Total Participants:** 9

- **Total Assets:** $10.2M

## 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:** Yes

## Plan Financials by Year

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

| 2024|9|$10.2M|$368,029|$0|

| 2023|10|$8.0M|$336,195|$0|

| 2022|10|$6.4M|$274,948|$0|

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