# Udall Shumway PLC 401(k) Plan
Source: https://planprovider.pro/companies/udall-shumway-plc-030500527-001

> Udall Shumway PLC's 401(k) plan: 78 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Udall Shumway PLC

- **Sponsor EIN:** 030500527

- **Sponsor Address:** 1138 N. ALMA SCHOOL RD., STE 101, MESA, AZ, 85201

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

- **Plan Number:** 001

- **Total Participants:** 78

- **Total Assets:** $13.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|78|$13.4M|$0|$0|

| 2024|50|$14.4M|$171,476|$388,169|

| 2023|52|$12.6M|$170,800|$414,325|

| 2022|56|$12.3M|$173,717|$393,733|

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