# Stutzman, Bromberg, Esserman & Plifka 401(k) Plan
Source: https://planprovider.pro/companies/stutzman-bromberg-esserman-plifka-401k-plan

> Stutzman, Bromberg, Esserman & Plifka's 401(k) plan: 51 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stutzman, Bromberg, Esserman & Plifka

- **Sponsor EIN:** 752355903

- **Sponsor Address:** 2323 BRYAN ST STE 2200, DALLAS, TX, 752012689

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

- **Total Participants:** 51

- **Total Assets:** $43.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|51|$43.3M|$863,034|$540,033|

| 2023|43|$36.0M|$813,574|$584,025|

| 2022|46|$29.2M|$788,375|$544,191|

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