Plan Snapshot
- Plan Sponsor: O.C. Schulz & Sons, INC.
- Sponsor EIN: 450261547
- Sponsor Address: 401 4TH ST, CRYSTAL, ND, 58222
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $5.2M
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. |
|---|
| 2025 | 24 | $5.2M | $30,000 | $90,448 |
| 2024 | 24 | $5.2M | $30,000 | $90,448 |
| 2023 | 18 | $4.9M | $60,000 | $13,207 |
| 2022 | 19 | $3.9M | $50,000 | $50,197 |