# Sorensen & Escoto, Cpas, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sorensen-escoto-cpas-inc-plan

> Sorensen & Escoto, Cpas, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sorensen & Escoto, Cpas, INC.

- **Sponsor EIN:** 460622248

- **Sponsor Address:** 885 CALIFORNIA DR., BURLINGAME, CA, 94010

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

- **Total Participants:** 3

- **Total Assets:** $1.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3|$1.3M|$14,003|$65,526|

| 2023|4|$1.2M|$13,920|$63,235|

| 2022|3|$1.1M|$12,800|$55,200|

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