Plan Snapshot
- Plan Sponsor: Sommer Udall Law Firm, P.A.
- Sponsor EIN: 850216342
- Sponsor Address: 2000 OLD PECOS TRAIL, SANTA FE, NM, 875041984
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 17 | $12.4M | $346,237 | $163,838 |
| 2023 | 15 | $10.5M | $322,451 | $160,005 |
| 2022 | 14 | $10.2M | $326,564 | $189,206 |