Schmidt Sethi & Akmajian PC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Schmidt Sethi & Akmajian PC
  • Sponsor EIN: 860228799
  • Sponsor Address: 1790 E RIVER ROAD SUITE 300, TUCSON, AZ, 85718
  • Plan Type: DC
  • Total Participants: 10
  • Total Assets: $5.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$5.8M$363,661$0
202311$5.0M$376,177$0
202211$4.1M$302,184$0

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