# Berman & Simmons, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/berman-simmons-p-a-plan

> Berman & Simmons, P.A.'s 401(k) plan: 62 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berman & Simmons, P.A.

- **Sponsor EIN:** 010315653

- **Sponsor Address:** PO BOX 961, LEWISTON, ME, 04243

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

- **Total Participants:** 62

- **Total Assets:** $33.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|62|$33.0M|$827,450|$719,335|

| 2023|64|$32.2M|$798,618|$732,706|

| 2022|67|$29.9M|$750,145|$664,711|

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