# Steven J. Karvellas & Co., INC. DC Plan
Source: https://planprovider.pro/companies/steven-j-karvellas-co-inc-plan

> Steven J. Karvellas & Co., INC.'s DC plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Steven J. Karvellas & Co., INC.

- **Sponsor EIN:** 222813819

- **Sponsor Address:** 96 TEAM USA WAY, PORT JERVIS, NY, 12771

- **Plan Type:** DC

- **Total Participants:** 4

- **Total Assets:** $5.1M

## 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|4|$5.1M|$0|$0|

| 2023|4|$4.5M|$0|$0|

| 2022|4|$4.0M|$0|$0|

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