# Sharer Petree Brotz & Snyder 401(k) Plan
Source: https://planprovider.pro/companies/sharer-petree-brotz-snyder-401k-plan

> Sharer Petree Brotz & Snyder's 401(k) plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sharer Petree Brotz & Snyder

- **Sponsor EIN:** 222944613

- **Sponsor Address:** 1103 LAUREL OAK RD STE 105B, VOORHEES, NJ, 08043

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

- **Total Participants:** 17

- **Total Assets:** $4.3M

## 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|17|$4.3M|$12,887|$38,194|

| 2023|7|$3.5M|$11,185|$35,873|

| 2022|8|$2.8M|$13,552|$54,719|

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