# Berman & Savage, P.C. DC Plan
Source: https://planprovider.pro/companies/savage-yeates-waldron-pc-plan

> Berman & Savage, P.C.'s DC plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berman & Savage, P.C.

- **Sponsor EIN:** 870430009

- **Sponsor Address:** 2455 PARLEYS WAY, SALT LAKE CITY, UT, 84109

- **Plan Type:** DC

- **Total Participants:** 8

- **Total Assets:** $1.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|8|$1.8M|$0|$7,187|

| 2023|8|$1.8M|$0|$7,187|

| 2022|8|$1.4M|$0|$8,190|

| 2016|8|$1.2M|$0|$3,125|

| 2015|8|$1.1M|$0|$5,612|

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