# Schaumburg & Polk, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schaumburg-polk-inc-401k-plan

> Schaumburg & Polk, INC.'s 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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