# Schwartz Hannum PC 401(k) Plan
Source: https://planprovider.pro/companies/schwartz-hannum-pc-401k-plan

> Schwartz Hannum PC'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:** Schwartz Hannum PC

- **Sponsor EIN:** 043424826

- **Sponsor Address:** 11 CHESTNUT STREET, ANDOVER, MA, 01810

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

- **Total Participants:** 25

- **Total Assets:** $6.1M

## 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|$6.1M|$100,776|$282,705|

| 2023|19|$5.0M|$93,831|$272,356|

| 2022|19|$4.2M|$90,445|$230,798|

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