# Thompson Welch Soroko & Gilbert LLP 401(k) Plan
Source: https://planprovider.pro/companies/thompson-welch-soroko-gilbert-llp-401k-plan

> Thompson Welch Soroko & Gilbert LLP's 401(k) plan: 23 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thompson Welch Soroko & Gilbert LLP

- **Sponsor EIN:** 943030781

- **Sponsor Address:** 3950 CIVIC CENTER DRIVE, SUITE 300, SAN RAFAEL, CA, 94903

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

- **Total Participants:** 23

- **Total Assets:** $14.5M

## 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|23|$14.5M|$356,589|$285,544|

| 2023|24|$13.1M|$259,456|$334,773|

| 2022|33|$11.0M|$294,056|$335,862|

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