# Strategic Planning Services 401(k) Plan
Source: https://planprovider.pro/companies/strategic-planning-services-plan

> Strategic Planning Services's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Strategic Planning Services

- **Sponsor EIN:** 830626721

- **Sponsor Address:** 11279 CORNELL PARK DR, BLUE ASH, OH, 452421844

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

- **Total Participants:** 9

- **Total Assets:** $385,101

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|9|$385,101|$16,188|$79,680|

| 2023|9|$257,469|$21,594|$36,922|

| 2022|11|$175,764|$8,300|$54,935|

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