# Frederick Swartz & Co., PC 401(k) Plan
Source: https://planprovider.pro/companies/frederick-swartz-co-pc-401k-plan

> Frederick Swartz & Co., PC's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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