Plan Snapshot
- Plan Sponsor: Sommerville-Wilson, INC.
- Sponsor EIN: 411971376
- Sponsor Address: 6407 WELCOME AVENUE N, MINNEAPOLIS, MN, 55429
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $4.6M
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 | 45 | $4.6M | $0 | $191,119 |
| 2023 | 35 | $4.5M | $0 | $157,783 |
| 2022 | 41 | $3.7M | $0 | $155,966 |