# Staggers, Heare & Whiteman, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/staggers-heare-whiteman-p-a-plan

> Staggers, Heare & Whiteman, P.A.'s 401(k) plan: 28 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Staggers, Heare & Whiteman, P.A.

- **Sponsor EIN:** 521572164

- **Sponsor Address:** 11801 UPPER POTOMAC, CUMBERLAND, MD, 21502

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

- **Total Participants:** 28

- **Total Assets:** $6.9M

## 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|28|$6.9M|$75,000|$194,462|

| 2023|32|$5.9M|$75,000|$193,103|

| 2022|33|$4.8M|$75,000|$176,950|

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