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)
- 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 | $164,113 | $421,009 |
| 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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