Plan Snapshot
- Plan Sponsor: Plattner Schneidman Schneider & Jeffries, P.C.
- Sponsor EIN: 860217327
- Sponsor Address: 9141 E HIDDEN SPUR TRAIL, SCOTTSDALE, AZ, 852556325
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $6.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 19 | $6.7M | $158,355 | $107,194 |
| 2023 | 18 | $8.2M | $146,227 | $82,937 |
| 2022 | 15 | $7.3M | $148,351 | $53,240 |