# Roger A. Klein, M.D. 401(k) Plan
Source: https://planprovider.pro/companies/roger-a-klein-m-d-401k-plan

> Roger A. Klein, M.D.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roger A. Klein, M.D.

- **Sponsor EIN:** 680183896

- **Sponsor Address:** 1111 SONOMA AVENUE, SUITE 106, SANTA ROSA, CA, 95405

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

- **Total Participants:** 4

- **Total Assets:** $3.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|4|$3.6M|$8,588|$26,998|

| 2023|4|$3.4M|$7,288|$32,604|

| 2022|3|$3.0M|$49,134|$32,507|

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