Plan Snapshot
- Plan Sponsor: Schaumburg & Polk, INC.
- Sponsor EIN: 741754133
- Sponsor Address: 8865 COLLEGE STREET, BEAUMONT, TX, 77707
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 81 | $8.6M | $173,497 | $493,075 |
| 2023 | 70 | $7.2M | $166,055 | $463,583 |
| 2022 | 68 | $5.7M | $143,337 | $392,940 |