# Warren, Kerr, Walston, Taylor & Sm DC Plan
Source: https://planprovider.pro/companies/warren-kerr-walston-taylor-sm-plan

> Warren, Kerr, Walston, Taylor & Sm'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:** Warren, Kerr, Walston, Taylor & Sm

- **Sponsor EIN:** 560565160

- **Sponsor Address:** PO BOX 1616, GOLDSBORO, NC, 27533

- **Plan Type:** DC

- **Total Participants:** 4

- **Total Assets:** $1.5M

## 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|4|$1.5M|$0|$65,350|

| 2023|3|$1.2M|$0|$10,651|

| 2022|5|$1.7M|$0|$0|

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