Plan Snapshot
- Plan Sponsor: Fessler, Schneider & Grimme, LLP
- Sponsor EIN: 611208115
- Sponsor Address: 20 N. GRAND AVENUE, FT. THOMAS, KY, 410754100
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $3.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $3.1M | $17,406 | $60,000 |
| 2023 | 5 | $2.7M | $15,107 | $60,251 |
| 2022 | 5 | $2.3M | $17,417 | $68,616 |