# Ron Penney & Associates 401(k) Plan
Source: https://planprovider.pro/companies/ron-penney-associates-401k-plan

> Ron Penney & Associates's 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ron Penney & Associates

- **Sponsor EIN:** 431883269

- **Sponsor Address:** 1342E EAST KINGSLEY STREET, SPRINGFIELD, MO, 658047227

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

- **Total Participants:** 14

- **Total Assets:** $3.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|14|$3.5M|$121,800|$137,348|

| 2023|13|$2.7M|$127,879|$137,280|

| 2022|13|$2.0M|$111,977|$124,697|

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