# Davidson & Wren, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/davidson-wren-demasters-p-a-401k-plan

> Davidson & Wren, P.A.'s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Davidson & Wren, P.A.

- **Sponsor EIN:** 562066790

- **Sponsor Address:** 1611 DEVONSHIRE DRIVE, COLUMBIA, SC, 29204

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

- **Total Participants:** 7

- **Total Assets:** $2.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|7|$2.5M|$31,568|$59,232|

| 2023|7|$2.6M|$33,322|$37,679|

| 2022|8|$3.1M|$27,156|$53,820|

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