# Smith Ellison 401(k) Plan
Source: https://planprovider.pro/companies/smith-ellison-401k-plan

> Smith Ellison's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith Ellison

- **Sponsor EIN:** 330691350

- **Sponsor Address:** 2152 DUPONT DRIVE, IRVINE, CA, 92612

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

- **Total Participants:** 5

- **Total Assets:** $3.2M

## 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|5|$3.2M|$57,488|$40,936|

| 2023|5|$4.7M|$6,188|$38,359|

| 2022|5|$4.0M|$52,361|$36,088|

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