# Parker Kline Finance & Investment 401(k) Plan
Source: https://planprovider.pro/companies/parker-kline-finance-investment-401k-plan

> Parker Kline Finance & Investment's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Parker Kline Finance & Investment

- **Sponsor EIN:** 474023295

- **Sponsor Address:** 100 E STREET, SUITE 101, SANTA ROSA, CA, 95404

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

- **Total Participants:** 4

- **Total Assets:** $2.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|4|$2.5M|$110,575|$70,970|

| 2023|4|$1.6M|$68,627|$56,970|

| 2022|5|$1.2M|$60,478|$54,835|

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