Plan Snapshot
- Plan Sponsor: Fishman Stewart PLLC
- Sponsor EIN: 383275695
- Sponsor Address: 800 TOWER DRIVE, SUITE 610, TROY, MI, 48098
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 33 | $9.0M | $37,208 | $376,993 |
| 2023 | 30 | $8.3M | $54,671 | $410,585 |
| 2022 | 37 | $7.6M | $63,301 | $511,093 |