# Valentine & Kebartas, LLC 401(k) Plan
Source: https://planprovider.pro/companies/valentine-kebartas-llc-401k-plan

> Valentine & Kebartas, LLC's 401(k) plan: 34 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valentine & Kebartas, LLC

- **Sponsor EIN:** 474177347

- **Sponsor Address:** 15 UNION ST, LAWRENCE, MA, 018401866

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

- **Total Participants:** 34

- **Total Assets:** $966,623

## 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|34|$966,623|$8,451|$39,131|

| 2023|38|$1.5M|$14,288|$67,057|

| 2022|37|$1.2M|$5,542|$72,451|

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