Schloegel Remodel & Design, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Schloegel Remodel & Design, LLC
  • Sponsor EIN: 822612774
  • Sponsor Address: 311 W. 80TH ST., KANSAS CITY, MO, 64114
  • Plan Type: 401(k)
  • Total Participants: 56
  • Total Assets: $2.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202456$2.9M$50,687$321,914
202363$2.5M$34,159$247,916
202228$2.1M$29,365$220,382

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