Plan Snapshot
- Plan Sponsor: Ashman & Stein, P.C.
- Sponsor EIN: 363956980
- Sponsor Address: 8707 NORTH SKOKIE BLVD, SKOKIE, IL, 60077
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 4 | $1.1M | $73,739 | $36,750 |
| 2023 | 3 | $896,944 | $18,464 | $30,500 |
| 2022 | 3 | $771,343 | $14,844 | $11,000 |