# Warner Angle Hallam Jackson & Formanek, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/warner-angle-hallam-jackson-formanek-p-c-401k-plan

> Warner Angle Hallam Jackson & Formanek, P.C.'s 401(k) plan: 32 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Warner Angle Hallam Jackson & Formanek, P.C.

- **Sponsor EIN:** 860444065

- **Sponsor Address:** 2555 E. CAMELBACK ROAD, SUITE 800, PHOENIX, AZ, 85016

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

- **Total Participants:** 32

- **Total Assets:** $13.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|32|$13.6M|$368,067|$419,897|

| 2023|32|$12.1M|$355,416|$395,409|

| 2022|33|$10.2M|$468,147|$259,485|

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