Joe Schuerman LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Joe Schuerman LLC
  • Sponsor EIN: 832188863
  • Sponsor Address: 1505 W 1ST ST, CEDAR FALLS, IA, 506131705
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $3.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
20243$3.3M$0$0
20234$2.0M$0$0
20224$1.2M$0$0

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