# Surovell Isaacs & Levy PLC 401(k) Plan
Source: https://planprovider.pro/companies/surovell-isaacs-levy-plc-401k-plan-001-9030

> Surovell Isaacs & Levy PLC's 401(k) plan: 13 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Surovell Isaacs & Levy PLC

- **Sponsor EIN:** 030469030

- **Sponsor Address:** 4010 UNVERSITY DR. STE. 200, FAIRFAX, VA, 22030

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

- **Total Participants:** 13

- **Total Assets:** $7.3M

## 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.|

| 2023|13|$7.3M|$66,859|$166,221|

| 2022|21|$6.9M|$71,910|$125,591|

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