# Liebert & Liebert Cpa DC Plan
Source: https://planprovider.pro/companies/liebert-liebert-cpa-plan-002

> Liebert & Liebert Cpa'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:** Liebert & Liebert Cpa

- **Sponsor EIN:** 930659412

- **Sponsor Address:** 4300 NE BROADWAY ST 3, PORTLAND, OR, 972131459

- **Plan Type:** DC

- **Total Participants:** 9

- **Total Assets:** $3.5M

## 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|9|$3.5M|$195,562|$0|

| 2023|9|$3.0M|$192,690|$0|

| 2022|7|$2.3M|$172,504|$0|

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