# Petersen Kolberg And Associates P.C. DC Plan
Source: https://planprovider.pro/companies/petersen-kolberg-and-associates-p-c-plan

> Petersen Kolberg And Associates P.C.'s DC plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Petersen Kolberg And Associates P.C.

- **Sponsor EIN:** 930769512

- **Sponsor Address:** 6969 SW HAMPTON STREET, PORTLAND, OR, 97223

- **Plan Type:** DC

- **Total Participants:** 41

- **Total Assets:** $6.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|41|$6.5M|$103,389|$263,938|

| 2023|37|$6.0M|$245,030|$237,067|

| 2022|41|$4.5M|$85,407|$257,022|

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