Plan Snapshot
- Plan Sponsor: Fellers, Schewe, Scott & Roberts, INC.
- Sponsor EIN: 581925466
- Sponsor Address: P.O. BOX 450233, ATLANTA, GA, 311450233
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 17
- Total Assets: $12.5M
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. |
|---|
| 2025 | 17 | $12.5M | $239,928 | $210,554 |
| 2024 | 16 | $10.5M | $236,262 | $195,444 |
| 2023 | 15 | $9.6M | $206,828 | $155,258 |
| 2022 | 15 | $8.2M | $179,904 | $140,972 |