# Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan
Source: https://planprovider.pro/companies/callahan-thompson-sherman-caudill-401k-plan

> Callahan, Thompson, Sherman & Caudill, LLP's 401(k) plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Callahan, Thompson, Sherman & Caudill, LLP

- **Sponsor EIN:** 270465422

- **Sponsor Address:** 2601 MAIN STREET, IRVINE, CA, 92614

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

- **Total Participants:** 47

- **Total Assets:** $13.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|47|$13.8M|$61,798|$368,081|

| 2023|41|$13.0M|$63,355|$357,376|

| 2022|61|$11.1M|$36,514|$219,559|

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