# S & D Capital 401(k) Plan
Source: https://planprovider.pro/companies/s-d-capital-401k-plan

> S & D Capital's 401(k) plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** S & D Capital

- **Sponsor EIN:** 272800527

- **Sponsor Address:** 3150 DUSTIN ROAD, SUITE 2, OREGON, OH, 43616

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

- **Total Participants:** 17

- **Total Assets:** $1.9M

## 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|17|$1.9M|$71,207|$185,554|

| 2023|17|$1.3M|$28,561|$88,534|

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