# Rafferty Oetjen Cpas, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rafferty-oetjen-cpas-inc-401k-plan

> Rafferty Oetjen Cpas, INC.'s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rafferty Oetjen Cpas, INC.

- **Sponsor EIN:** 331007129

- **Sponsor Address:** 645 SIERRA ROSE DRIVE, RENO, NV, 89511

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

- **Total Participants:** 7

- **Total Assets:** $1.4M

## 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|7|$1.4M|$33,652|$93,639|

| 2023|9|$1.2M|$33,796|$77,590|

| 2022|10|$1.3M|$31,279|$75,634|

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