# Sweet, Stevens, Katz &amp; Williams LLP 401(k) Plan
Source: https://planprovider.pro/companies/sweet-stevens-katz-williams-llp-401k-plan

> Sweet, Stevens, Katz &amp; Williams LLP&#39;s 401(k) plan: 42 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sweet, Stevens, Katz & Williams LLP

- **Sponsor EIN:** 232807059

- **Sponsor Address:** 331 E BUTLER AVE, NEW BRITAIN, PA, 18901

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

- **Total Participants:** 42

- **Total Assets:** $11.1M

## 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.|

| 2024|42|$11.1M|$169,520|$549,285|

| 2023|39|$11.9M|$158,613|$519,127|

| 2022|39|$10.6M|$160,160|$507,458|

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