# William Neale & Co. P.C. 401(k) Plan
Source: https://planprovider.pro/companies/william-neale-co-p-c-plan

> William Neale & Co. P.C.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William Neale & Co. P.C.

- **Sponsor EIN:** 460417508

- **Sponsor Address:** 304 9TH AVE SE PO BOX 490, WATERTOWN, SD, 572010490

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

- **Total Participants:** 4

- **Total Assets:** $1.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|4|$1.4M|$47,200|$64,476|

| 2023|3|$2.6M|$32,624|$69,413|

| 2022|4|$2.2M|$31,758|$77,520|

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