# Stern, Kory, Sreden & Morgan, An Accountancy Corporation 401(k) Plan
Source: https://planprovider.pro/companies/stern-kory-sreden-morgan-401k-plan

> Stern, Kory, Sreden & Morgan, An Accountancy Corporation's 401(k) plan: 23 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stern, Kory, Sreden & Morgan, An Accountancy Corporation

- **Sponsor EIN:** 954509583

- **Sponsor Address:** 24961 THE OLD ROAD 2ND FLOOR, STEVENSON RANCH, CA, 91381

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

- **Total Participants:** 23

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|23|$13.1M|$104,271|$357,176|

| 2023|22|$11.1M|$110,237|$355,241|

| 2022|24|$12.4M|$127,617|$354,543|

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