# Sommerville-Wilson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sommerville-wilson-inc-401k-plan

> Sommerville-Wilson, INC.'s 401(k) plan: 45 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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