# Spencer Financial, LLC DC Plan
Source: https://planprovider.pro/companies/spencer-financial-llc-plan

> Spencer Financial, LLC's DC plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spencer Financial, LLC

- **Sponsor EIN:** 202118749

- **Sponsor Address:** 327A BOSTON POST RD, SUDBURY, MA, 01776

- **Plan Type:** DC

- **Total Participants:** 2

- **Total Assets:** $2.1M

## 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|2|$2.1M|$138,000|$0|

| 2023|2|$1.7M|$132,000|$0|

| 2022|2|$1.3M|$122,000|$0|

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