# Partridge Zschau Insurance Agency, INC. DC Plan
Source: https://planprovider.pro/companies/partridge-zschau-insurance-agency-inc-plan

> Partridge Zschau Insurance Agency, INC.'s DC plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Partridge Zschau Insurance Agency, INC.

- **Sponsor EIN:** 042301951

- **Sponsor Address:** 25 MILLERS FALLS RD, TURNERS FALLS, MA, 01376

- **Plan Type:** DC

- **Total Participants:** 6

- **Total Assets:** $866,513

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|6|$866,513|$36,192|$835|

| 2023|5|$702,512|$32,331|$790|

| 2022|4|$548,275|$31,602|$1,612|

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