# S. A. Morman And Company 401(k) Plan
Source: https://planprovider.pro/companies/s-a-morman-and-company-401k-plan

> S. A. Morman And Company's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** S. A. Morman And Company

- **Sponsor EIN:** 381606089

- **Sponsor Address:** 1100 GEZON PKWY S.W., GRAND RAPIDS, MI, 49501

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

- **Total Participants:** 88

- **Total Assets:** $8.8M

## 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|88|$8.8M|$51,851|$483,280|

| 2023|83|$8.1M|$55,983|$439,198|

| 2022|78|$10.5M|$57,485|$444,319|

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