# Southern Marketing Associates INC. 401(k) Plan
Source: https://planprovider.pro/companies/southern-marketing-associates-inc-401k-plan

> Southern Marketing Associates INC.'s 401(k) plan: 20 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Marketing Associates INC.

- **Sponsor EIN:** 521515928

- **Sponsor Address:** 6120 HANGING MOSS ROAD, ORLANDO, FL, 32807

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

- **Total Participants:** 20

- **Total Assets:** $4.8M

## 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|20|$4.8M|$142,751|$337,194|

| 2023|19|$3.6M|$120,474|$282,208|

| 2022|19|$4.0M|$117,037|$265,635|

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