# S. Davis & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/s-davis-associates-inc-plan

> S. Davis & Associates, INC.'s 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** S. Davis & Associates, INC.

- **Sponsor EIN:** 341911520

- **Sponsor Address:** 25550 CHAGRIN BLVD. 204, BEACHWOOD, OH, 44122

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

- **Total Participants:** 1

- **Total Assets:** $853,632

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|1|$853,632|$12,000|$2,400|

| 2023|1|$841,142|$2,400|$12,000|

| 2022|1|$755,507|$2,409|$12,000|

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