# Stumbaugh & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stumbaugh-associates-inc-plan

> Stumbaugh & Associates, INC.'s 401(k) plan: 46 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stumbaugh & Associates, INC.

- **Sponsor EIN:** 952809630

- **Sponsor Address:** 3303 NORTH SAN FERNANDO BLVD., BURBANK, CA, 91504

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

- **Total Participants:** 46

- **Total Assets:** $13.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|46|$13.0M|$139,302|$258,349|

| 2023|40|$12.2M|$273,743|$227,250|

| 2022|45|$10.2M|$262,978|$233,120|

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