Ron Coleman & Associates, Ltd. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ron Coleman & Associates, Ltd.
  • Sponsor EIN: 541173559
  • Sponsor Address: P O BOX 35002, N CHESTERFIELD, VA, 23235
  • Plan Type: DC
  • Total Participants: 12
  • Total Assets: $100,335

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$100,335$0$0
202312$100,335$0$0
202212$95,694$0$0

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