# Shannon, Martin, Finkelstein, Alvarado &amp; Dunne PC 401(k) Plan
Source: https://planprovider.pro/companies/shannon-martin-finkelstein-alvarado-dunne-pc-401k-plan

> Shannon, Martin, Finkelstein, Alvarado &amp; Dunne PC&#39;s 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shannon, Martin, Finkelstein, Alvarado & Dunne PC

- **Sponsor EIN:** 760338861

- **Sponsor Address:** 6725 S FRY RD SUITE 700-518, KATY, TX, 77494

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

- **Total Participants:** 14

- **Total Assets:** $14.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|14|$14.2M|$148,416|$175,879|

| 2023|13|$12.3M|$375|$166,182|

| 2022|14|$10.3M|$0|$179,836|

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