# Marcus & Kelton INC 401(k) Plan
Source: https://planprovider.pro/companies/marcus-kelton-inc-401k-plan

> Marcus & Kelton INC'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:** Marcus & Kelton INC

- **Sponsor EIN:** 205106418

- **Sponsor Address:** 32107 LINDERO CANYON RD STE 106, WESTLAKE VILLAGE, CA, 913614271

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

- **Total Participants:** 3

- **Total Assets:** $230,652

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|3|$230,652|$4,000|$20,000|

| 2023|3|$135,193|$4,000|$20,000|

| 2022|3|$71,035|$4,000|$20,000|

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