# Jorgenson, Siegel, Mcclure & Flegel, LLP 401(k) Plan
Source: https://planprovider.pro/companies/jorgenson-siegel-mcclure-flegel-llp-plan

> Jorgenson, Siegel, Mcclure & Flegel, LLP's 401(k) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jorgenson, Siegel, Mcclure & Flegel, LLP

- **Sponsor EIN:** 941531369

- **Sponsor Address:** 1100 ALMA STREET #210, MENLO PARK, CA, 940253392

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

- **Total Participants:** 21

- **Total Assets:** $19.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|21|$19.5M|$346,219|$347,514|

| 2023|34|$15.8M|$388,134|$369,442|

| 2022|29|$13.3M|$368,522|$268,800|

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