# Penson And Green Security PLLC 401(k) Plan
Source: https://planprovider.pro/companies/penson-and-green-security-llc-401k-plan

> Penson And Green Security PLLC's 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penson And Green Security PLLC

- **Sponsor EIN:** 853384460

- **Sponsor Address:** 116 W HUBBARD ST STE 13, CHICAGO, IL, 606548542

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

- **Total Participants:** 14

- **Total Assets:** $4,762

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|14|$4,762|$1,085|$2,660|

| 2023|1|$858|$0|$0|

| 2022|1|$715|$326|$490|

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