# Jeffers, Danielson, Sonn & Aylward, P.S. 401(k) Plan
Source: https://planprovider.pro/companies/jeffers-danielson-sonn-aylward-p-s-plan

> Jeffers, Danielson, Sonn & Aylward, P.S.'s 401(k) plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jeffers, Danielson, Sonn & Aylward, P.S.

- **Sponsor EIN:** 910980951

- **Sponsor Address:** 2600 CHESTER KIMM RD, WENATCHEE, WA, 98801

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

- **Total Participants:** 31

- **Total Assets:** $17.0M

## 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|31|$17.0M|$144,188|$422,536|

| 2023|39|$15.4M|$148,753|$403,675|

| 2022|35|$12.7M|$140,135|$351,948|

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