Plan Snapshot
- Plan Sponsor: Sanderson Wealth Management, LLC
- Sponsor EIN: 161605380
- Sponsor Address: 50 FOUNTAIN PLAZA, BUFFALO, NY, 14202
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $5.8M
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 | 25 | $5.8M | $100,383 | $320,666 |
| 2023 | 26 | $5.3M | $88,475 | $272,186 |
| 2022 | 26 | $4.4M | $82,328 | $246,243 |