# Sanderson Wealth Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sanderson-wealth-management-llc-401k-plan

> Sanderson Wealth Management, LLC's 401(k) plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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