Plan Snapshot
- Plan Sponsor: Schnelz Wells, P.C.
- Sponsor EIN: 383480228
- Sponsor Address: 280 N. OLD WOODWARD AVE., BIRMINGHAM, MI, 48009
- Plan Type: DC
- Total Participants: 4
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4 | $8.5M | $72,309 | $36,000 |
| 2023 | 4 | $6.7M | $82,241 | $43,500 |
| 2022 | 4 | $5.0M | $79,549 | $53,900 |