# Sheppard, White, Kachergus & Demaggio, P.A. DC Plan
Source: https://planprovider.pro/companies/sheppard-white-kachergus-demaggio-p-a-plan

> Sheppard, White, Kachergus & Demaggio, P.A.'s DC plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheppard, White, Kachergus & Demaggio, P.A.

- **Sponsor EIN:** 591788091

- **Sponsor Address:** 215 WASHINGTON STREET, JACKSONVILLE, FL, 322020808

- **Plan Type:** DC

- **Total Participants:** 6

- **Total Assets:** $4.3M

## 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|6|$4.3M|$75,000|$0|

| 2023|6|$3.8M|$50,000|$0|

| 2022|4|$3.2M|$75,000|$0|

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