Plan Snapshot
- Plan Sponsor: Scheen & Smith, Psc
- Sponsor EIN: 610951954
- Sponsor Address: 3950 KRESGE WAY, STE 404, LOUISVILLE, KY, 40207
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $9.7M | $135,883 | $100,992 |
| 2023 | 10 | $9.4M | $80,906 | $107,288 |
| 2022 | 9 | $8.5M | $88,605 | $105,413 |