# The Kreisman Group PC 401(k) Plan
Source: https://planprovider.pro/companies/the-kreisman-group-pc-plan

> The Kreisman Group PC's 401(k) 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:** The Kreisman Group PC

- **Sponsor EIN:** 841001946

- **Sponsor Address:** 8400 E PRENTICE AVE, SUITE 1230, GREENWOOD VILLAGE, CO, 80111

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

- **Total Participants:** 2

- **Total Assets:** $564,370

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2|$564,370|$8,394|$0|

| 2023|2|$531,964|$7,870|$0|

| 2022|2|$475,530|$8,280|$20,000|

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