# Ortale Kelley 401(k) Plan
Source: https://planprovider.pro/companies/ortale-kelley-401k-plan

> Ortale Kelley's 401(k) plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ortale Kelley

- **Sponsor EIN:** 620815814

- **Sponsor Address:** 330 COMMERCE STREET, NASHVILLE, TN, 37201

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

- **Total Participants:** 39

- **Total Assets:** $12.8M

## 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|39|$12.8M|$150,000|$191,559|

| 2023|44|$10.7M|$150,000|$230,084|

| 2022|57|$8.7M|$150,000|$280,816|

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