Plan Snapshot
- Plan Sponsor: Hoffman, Stewart & Schmidt, PC
- Sponsor EIN: 930743240
- Sponsor Address: 3 CENTERPOINTE DRIVE, LAKE OSWEGO, OR, 97035
- Plan Type: 401(k)
- 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. |
|---|
| 2025 | 80 | $21.7M | $569,377 | $804,878 |
| 2024 | 80 | $21.7M | $569,377 | $804,878 |
| 2023 | 71 | $18.0M | $494,082 | $781,982 |
| 2022 | 64 | $14.5M | $445,602 | $558,786 |