# Saunders & Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/saunders-associates-llc-401k-plan

> Saunders & Associates, LLC's 401(k) plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Saunders & Associates, LLC

- **Sponsor EIN:** 262460807

- **Sponsor Address:** 2520 EAST ROSE GARDEN LANE, PHOENIX, AZ, 85050

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

- **Total Participants:** 31

- **Total Assets:** $7.9M

## 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|31|$7.9M|$0|$128,790|

| 2023|30|$7.1M|$160,482|$148,657|

| 2022|32|$6.1M|$186,797|$144,424|

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