Plan Snapshot
- Plan Sponsor: Dan Schani Insurance Agency LLC
- Sponsor EIN: 461523198
- Sponsor Address: 10425 W NORTH AVENUE 226, WAUWATOSA, WI, 53226
- Plan Type: DC
- Plan Number: 001
- Total Participants: 3
- Total Assets: $299,557
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. |
|---|
| 2025 | 3 | $299,557 | $0 | $0 |
| 2024 | 3 | $193,760 | $33,864 | $28,322 |
| 2023 | 3 | $113,799 | $10,913 | $27,434 |
| 2022 | 3 | $67,272 | $11,404 | $26,314 |