# Monte Stott And Associates INC 401(k) Plan
Source: https://planprovider.pro/companies/monte-stott-and-associates-inc-401k-plan

> Monte Stott And Associates INC's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Monte Stott And Associates INC

- **Sponsor EIN:** 943359707

- **Sponsor Address:** PO BOX 190093, SAN FRANCISCO, CA, 94119

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

- **Total Participants:** 3

- **Total Assets:** $1.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|3|$1.5M|$48,518|$1,000|

| 2023|4|$1.4M|$50,141|$0|

| 2022|4|$1.4M|$43,220|$0|

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