Plan Snapshot
- Plan Sponsor: Baum Sigman Auerbach & Neuman, Ltd.
- Sponsor EIN: 362744057
- Sponsor Address: 200 WEST ADAMS, SUITE 1825, CHICAGO, IL, 606065250
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 15 | $11.7M | $62,272 | $244,413 |
| 2023 | 15 | $9.9M | $66,114 | $226,179 |
| 2022 | 15 | $7.9M | $69,057 | $185,237 |