Roy And Associates, PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Roy And Associates, PC
  • Sponsor EIN: 251876313
  • Sponsor Address: 433 FRYE FARM ROAD, SUITE 7, GREENSBURG, PA, 15601
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $696,067

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.
202410$696,067$28,304$75,598
20239$540,851$18,375$43,549
20228$774,272$17,221$63,993

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