# Sokol Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sokol-associates-inc-401k-plan

> Sokol Associates, INC.'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:** Sokol Associates, INC.

- **Sponsor EIN:** 411970041

- **Sponsor Address:** 1354 HELMO AVENUE NORTH, OAKDALE, MN, 55128

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

- **Total Participants:** 14

- **Total Assets:** $2.3M

## 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|14|$2.3M|$26,609|$88,983|

| 2023|13|$2.0M|$28,041|$99,919|

| 2022|15|$1.9M|$28,549|$110,822|

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