# Private Client Services, LLC DC Plan
Source: https://planprovider.pro/companies/private-client-services-llc-plan

> Private Client Services, LLC's DC plan: 44 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Private Client Services, LLC

- **Sponsor EIN:** 611383537

- **Sponsor Address:** 2225 LEXINGTON ROAD, LOUSVILLE, KY, 40206

- **Plan Type:** DC

- **Total Participants:** 44

- **Total Assets:** $8.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|44|$8.0M|$1.2M|$0|

| 2023|43|$4.6M|$1.2M|$0|

| 2022|37|$769,431|$0|$0|

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