# Robert R. Serpe, PC DC Plan
Source: https://planprovider.pro/companies/robert-r-serpe-pc-plan-002-4448

> Robert R. Serpe, PC's DC plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Robert R. Serpe, PC

- **Sponsor EIN:** 112504448

- **Sponsor Address:** 3 S MAPLE STREET, SHELBURNE FALLS, MA, 01370

- **Plan Type:** DC

- **Total Participants:** 1

- **Total Assets:** $163,798

## 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|1|$163,798|$0|$0|

| 2023|1|$1.5M|$0|$0|

| 2022|1|$698,945|$0|$0|

| 2020|1|$700,048|$0|$0|

| 2019|0|$928,783|$0|$0|

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