# Siegel, Moreno & Stettler, Apc 401(k) Plan
Source: https://planprovider.pro/companies/siegel-moreno-stettler-apc-401k-plan

> Siegel, Moreno & Stettler, Apc's 401(k) plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Siegel, Moreno & Stettler, Apc

- **Sponsor EIN:** 330629816

- **Sponsor Address:** P O BOX 880069, SAN DIEGO, CA, 92168

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

- **Total Participants:** 69

- **Total Assets:** $12.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|69|$12.5M|$173,846|$515,843|

| 2023|60|$10.4M|$172,453|$490,236|

| 2022|60|$9.1M|$161,187|$448,117|

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