Plan Snapshot
- Plan Sponsor: J & R Schugel Holdings, INC.
- Sponsor EIN: 411239449
- Sponsor Address: 2026 NORTH BROADWAY, NEW ULM, MN, 560731030
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 739
- Total Assets: $9.6M
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. |
|---|
| 2023 | 739 | $9.6M | $0 | $434,190 |
| 2022 | 771 | $7.9M | $0 | $538,046 |