# Kleinman, Guerra & Co. P.C. DC Plan
Source: https://planprovider.pro/companies/kleinman-guerra-co-p-c-plan

> Kleinman, Guerra & Co. P.C.'s DC plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kleinman, Guerra & Co. P.C.

- **Sponsor EIN:** 841109847

- **Sponsor Address:** 6300 SOUTH SYRACUSE WAY, SUITE 430, CENTENNIAL, CO, 80111

- **Plan Type:** DC

- **Total Participants:** 6

- **Total Assets:** $2.6M

## 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|6|$2.6M|$147,678|$112,997|

| 2023|8|$2.4M|$100,370|$88,243|

| 2022|3|$1.9M|$109,913|$0|

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