# Sommer Udall Law Firm, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/sommer-udall-law-firm-p-a-plan

> Sommer Udall Law Firm, P.A.'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:** 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|

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