# Liptz, Roberts & Marquez, Chartered DC Plan
Source: https://planprovider.pro/companies/liptz-roberts-marquez-chartered-plan

> Liptz, Roberts & Marquez, Chartered's DC plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Liptz, Roberts & Marquez, Chartered

- **Sponsor EIN:** 520939448

- **Sponsor Address:** 5550 FRIENDSHIP BLVD #500, CHEVY CHASE, MD, 208154330

- **Plan Type:** DC

- **Total Participants:** 7

- **Total Assets:** $4.2M

## 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:** No

## Plan Financials by Year

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

| 2024|7|$4.2M|$10,670|$85,532|

| 2023|7|$3.5M|$8,141|$97,115|

| 2022|8|$3.2M|$8,707|$109,591|

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