Hocking & Schulenberg, LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hocking & Schulenberg, LLC
  • Sponsor EIN: 470806082
  • Sponsor Address: 3501 PLANTATION DRIVE SUITE 110, LINCOLN, NE, 68516
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $1.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$1.0M$25,342$77,248
20235$853,862$16,944$16,699
20225$693,829$24,655$69,560

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