# Penney & Associates, Legal Corporation 401(k) Plan
Source: https://planprovider.pro/companies/penney-associates-legal-corporation-401k-plan

> Penney & Associates, Legal Corporation's 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penney & Associates, Legal Corporation

- **Sponsor EIN:** 264278715

- **Sponsor Address:** 1490 STONE POINT DRIVE, ROSEVILLE, CA, 95661

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

- **Total Participants:** 16

- **Total Assets:** $5.8M

## 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|16|$5.8M|$240,525|$216,711|

| 2023|14|$5.6M|$204,600|$203,574|

| 2022|17|$4.6M|$221,880|$227,308|

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