Jim Schroeder Construction, INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jim Schroeder Construction, INC
  • Sponsor EIN: 420934134
  • Sponsor Address: 500 S 2ND STREET, BELLEVUE, IA, 52031
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $5.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202417$5.4M$153,591$116,570
202316$4.7M$136,259$95,920
202215$4.4M$130,919$107,740

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