# Spence & Berkau, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/spence-berkau-p-a-401k-plan

> Spence & Berkau, P.A.'s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spence & Berkau, P.A.

- **Sponsor EIN:** 561501877

- **Sponsor Address:** P O BOX 1335, SMITHFIELD, NC, 27577

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

- **Total Participants:** 7

- **Total Assets:** $1.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|7|$1.0M|$14,793|$12,480|

| 2023|5|$938,227|$12,060|$11,000|

| 2022|4|$847,967|$12,740|$13,088|

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