# Samrose Advisors, INC. DC Plan
Source: https://planprovider.pro/companies/samrose-advisors-inc-plan-003

> Samrose Advisors, INC.'s DC plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Samrose Advisors, INC.

- **Sponsor EIN:** 330926072

- **Sponsor Address:** P.O. BOX 504005, SAN DIEGO, CA, 92150

- **Plan Type:** DC

- **Total Participants:** 3

- **Total Assets:** $2,908

## 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.|

| 2024|3|$2,908|$0|$0|

| 2023|3|$2,907|$0|$0|

| 2022|3|$2,905|$0|$0|

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