D.A. Hoerr & Sons, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: D.A. Hoerr & Sons, INC.
  • Sponsor EIN: 370761574
  • Sponsor Address: 8020 NORTH SHADETREE LANE, PEORIA, IL, 61615
  • Plan Type: 401(k)
  • Total Participants: 78
  • Total Assets: $1.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202478$1.5M$0$59,343
202374$1.3M$0$56,034
202275$1.1M$0$52,478

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