# Michael R. Savona, M.D., A Sole Proprietorship DC Plan
Source: https://planprovider.pro/companies/michael-r-savona-m-d-a-sole-proprietorship-plan

> Michael R. Savona, M.D., A Sole Proprietorship's DC 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:** Michael R. Savona, M.D., A Sole Proprietorship

- **Sponsor EIN:** 651281738

- **Sponsor Address:** PO BOX 1090, KULA, HI, 96790

- **Plan Type:** DC

- **Total Participants:** 3

- **Total Assets:** $1.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|$1.9M|$0|$0|

| 2023|3|$2.0M|$0|$0|

| 2022|3|$1.9M|$0|$0|

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