# Oates Knezevich Gardenswartz Kelly & Morrow PC DC Plan
Source: https://planprovider.pro/companies/oates-knezevich-gardenswartz-kelly-morrow-pc-plan

> Oates Knezevich Gardenswartz Kelly & Morrow PC's DC plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oates Knezevich Gardenswartz Kelly & Morrow PC

- **Sponsor EIN:** 840829010

- **Sponsor Address:** 533 E HOPKINS AVE, ASPEN, CO, 816112191

- **Plan Type:** DC

- **Total Participants:** 12

- **Total Assets:** $14.0M

## 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|12|$14.0M|$229,777|$0|

| 2023|12|$12.8M|$203,602|$0|

| 2022|12|$11.7M|$192,529|$0|

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