Plan Snapshot
- Plan Sponsor: Dunlap & Seeger, P.A.
- Sponsor EIN: 411223541
- Sponsor Address: 30 3RD STREET SE, ROCHESTER, MN, 55904
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $17.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 34 | $17.6M | $125,645 | $416,588 |
| 2023 | 33 | $15.5M | $114,805 | $386,012 |
| 2022 | 32 | $15.7M | $125,930 | $437,600 |