# Hoffman, Stewart & Schmidt, PC 401(k) Plan
Source: https://planprovider.pro/companies/hoffman-stewart-schmidt-pc-930743240-001

> Hoffman, Stewart & Schmidt, PC's 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hoffman, Stewart & Schmidt, PC

- **Sponsor EIN:** 930743240

- **Sponsor Address:** 3 CENTERPOINTE DRIVE, LAKE OSWEGO, OR, 97035

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 80

- **Total Assets:** $21.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|80|$21.7M|$569,377|$804,878|

| 2023|71|$18.0M|$494,082|$781,982|

| 2022|64|$14.5M|$445,602|$558,786|

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