Law Firm Of Conway, Olejniczak & Jerry, S.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Law Firm Of Conway, Olejniczak & Jerry, S.C.
  • Sponsor EIN: 391254187
  • Sponsor Address: 231 SOUTH ADAMS STREET, GREEN BAY, WI, 54301
  • Plan Type: 401(k)
  • Total Participants: 49
  • Total Assets: $34.5M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202449$34.5M$531,435$616,310
202346$31.6M$499,000$566,138
202248$27.7M$472,000$538,097

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