# The Smith Sawyer Smith Agency, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-smith-sawyer-smith-agency-llc-plan

> The Smith Sawyer Smith Agency, LLC's 401(k) plan: 27 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Smith Sawyer Smith Agency, LLC

- **Sponsor EIN:** 822689207

- **Sponsor Address:** 729 MAIN ST, ROCHESTER, IN, 46975

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

- **Total Participants:** 27

- **Total Assets:** $4.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|27|$4.8M|$51,488|$68,880|

| 2023|22|$4.2M|$65,815|$50,656|

| 2022|22|$3.6M|$58,708|$28,873|

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