# Sorensen, Vance & Company, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/sorensen-vance-company-p-c-plan

> Sorensen, Vance & Company, P.C.'s 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sorensen, Vance & Company, P.C.

- **Sponsor EIN:** 870439430

- **Sponsor Address:** 3115 E. LION LANE, SUITE 220, SALT LAKE CITY, UT, 84121

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

- **Total Participants:** 14

- **Total Assets:** $5.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|14|$5.5M|$75,712|$96,667|

| 2023|16|$6.5M|$250,775|$108,812|

| 2022|14|$5.6M|$75,894|$179,026|

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