# Wharton, Levin, Ehrmantraut & Klein, P.A. DC Plan
Source: https://planprovider.pro/companies/wharton-levin-ehrmantraut-klein-p-a-plan

> Wharton, Levin, Ehrmantraut & Klein, P.A.'s DC plan: 32 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wharton, Levin, Ehrmantraut & Klein, P.A.

- **Sponsor EIN:** 521746578

- **Sponsor Address:** 104 WEST STREET, ANNAPOLIS, MD, 21401

- **Plan Type:** DC

- **Total Participants:** 32

- **Total Assets:** $12.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|32|$12.9M|$180,250|$321,787|

| 2023|42|$13.8M|$150,961|$463,872|

| 2022|44|$13.3M|$188,205|$429,324|

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