# Fellers, Schewe, Scott & Roberts, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fellers-schewe-scott-roberts-inc-581925466-001

> Fellers, Schewe, Scott & Roberts, INC.'s 401(k) plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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