Plan Snapshot
- Plan Sponsor: Huesman-Schmid Insurance Agency, INC.
- Sponsor EIN: 310939991
- Sponsor Address: 5670 CHEVIOT ROAD, CINCINNATI, OH, 45247
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 25 | $2.1M | $38,496 | $104,931 |
| 2023 | 21 | $1.5M | $32,423 | $88,791 |
| 2022 | 20 | $1.2M | $27,156 | $85,985 |