# Poretta & Orr, INC. 401(k) Plan
Source: https://planprovider.pro/companies/poretta-orr-inc-401k-plan

> Poretta & Orr, INC.'s 401(k) plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Poretta & Orr, INC.

- **Sponsor EIN:** 232585778

- **Sponsor Address:** 450 EAST STREET, DOYLESTOWN, PA, 18901

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

- **Total Participants:** 58

- **Total Assets:** $3.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|58|$3.2M|$139,745|$285,155|

| 2023|51|$2.3M|$110,372|$221,727|

| 2022|39|$3.4M|$87,649|$163,620|

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