Plan Snapshot
- Plan Sponsor: Keller Schroeder And Associates, INC.
- Sponsor EIN: 351550894
- Sponsor Address: 4920 CARRIAGE DR, EVANSVILLE, IN, 477152578
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $19.4M
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 | 104 | $19.4M | $119,312 | $1.0M |
| 2023 | 103 | $19.4M | $117,491 | $1.0M |
| 2022 | 110 | $17.8M | $124,014 | $1.0M |