# Daniels & Erickson, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/daniels-erickson-p-c-401k-plan

> Daniels & Erickson, P.C.'s 401(k) plan: 33 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Daniels & Erickson, P.C.

- **Sponsor EIN:** 752916499

- **Sponsor Address:** 5323 SPRING VALLEY ROAD SUITE 250, DALLAS, TX, 75254

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

- **Total Participants:** 33

- **Total Assets:** $13.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|33|$13.4M|$177,792|$425,375|

| 2023|34|$11.4M|$170,861|$409,363|

| 2022|34|$9.3M|$118,835|$354,178|

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