# Penelope Dixon & Associates 401(k) Plan
Source: https://planprovider.pro/companies/penelope-dixon-associates-plan

> Penelope Dixon & Associates's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penelope Dixon & Associates

- **Sponsor EIN:** 650545084

- **Sponsor Address:** 777 BRICKELL AVENUE, MIAMI, FL, 33131

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

- **Total Participants:** 2

- **Total Assets:** $435,610

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2|$435,610|$6,450|$23,000|

| 2023|2|$500,860|$6,066|$20,500|

| 2022|2|$428,572|$5,955|$20,500|

## Similar Plans

- [Elite Wealth Advisors LLC](https://planprovider.pro/companies/elite-wealth-advisors-llc-401k-plan) — 2 participants

- [Princeton Asset Management LLC](https://planprovider.pro/companies/princeton-asset-management-llc-401k-plan) — 2 participants

- [Tzannes Patent Management, LLC.](https://planprovider.pro/companies/tzannes-patent-management-llc-plan) — 2 participants

- [We Are Homes, INC.](https://planprovider.pro/companies/we-are-homes-inc-401k-plan) — 2 participants

- [Benefit Strategies & Advisors, LLC](https://planprovider.pro/companies/benefit-strategies-advisors-llc-plan) — 2 participants

- [Next Light LLC](https://planprovider.pro/companies/next-light-llc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/penelope-dixon-associates-plan)

© 2026 PlanProvider.Pro