# Sam Berman And Sons LLC DC Plan
Source: https://planprovider.pro/companies/sam-berman-and-sons-llc-plan

> Sam Berman And Sons LLC's DC plan: 12 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Sam Berman And Sons LLC

- **Sponsor EIN:** 421280279

- **Sponsor Address:** 3871 50TH ST, GRINNELL, IA, 50112

- **Plan Type:** DC

- **Total Participants:** 12

- **Total Assets:** $4.1M

## 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

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

| 2025|12|$4.1M|$65,225|$0|

| 2024|11|$3.2M|$73,582|$0|

| 2023|12|$2.4M|$98,841|$0|

| 2022|12|$1.7M|$128,225|$0|

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