Plan Snapshot
- Plan Sponsor: Schafer Richardson, LLC
- Sponsor EIN: 814833253
- Sponsor Address: 901 NORTH THIRD STREET, MINNEAPOLIS, MN, 55401
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $8.7M
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 | 119 | $8.7M | $329,161 | $724,521 |
| 2023 | 92 | $6.8M | $293,129 | $634,365 |
| 2022 | 56 | $5.3M | $234,318 | $505,278 |