Neal E. Schear DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Neal E. Schear
  • Sponsor EIN: 311397714
  • Sponsor Address: 9987 CARVER ROAD, CINCINNATI, OH, 45242
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $2.8M

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.
20256$2.8M$0$50,910
20245$2.3M$0$49,380
20236$2.8M$0$30,892
20226$2.2M$0$31,947

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