Plan Snapshot
- Plan Sponsor: Frederick Swartz & Co., PC
- Sponsor EIN: 421384348
- Sponsor Address: 200 W WASHINGTON AVE, FAIRFIELD, IA, 52556
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.7M | $7,208 | $66,050 |
| 2023 | 3 | $1.2M | $3,895 | $62,935 |
| 2022 | 3 | $992,749 | $6,292 | $59,920 |