Plan Snapshot
- Plan Sponsor: I. Schumann & Co. LLC
- Sponsor EIN: 273388945
- Sponsor Address: 22500 ALEXANDER ROAD, BEDFORD, OH, 44146
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 12 | $4.4M | $0 | $93,260 |
| 2023 | 16 | $4.2M | $0 | $68,195 |
| 2022 | 38 | $4.8M | $0 | $86,761 |