# Schafer Richardson, LLC 401(k) Plan
Source: https://planprovider.pro/companies/schafer-richardson-llc-401k-plan

> Schafer Richardson, LLC's 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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