Plan Snapshot
- Plan Sponsor: Schroeder Agency, INC.
- Sponsor EIN: 270981701
- Sponsor Address: 10581 SW 90TH STREET RD, OCALA, FL, 344818280
- Plan Type: DC
- Total Participants: 1
- Total Assets: $462,001
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1 | $462,001 | $0 | $0 |
| 2023 | 1 | $284,660 | $0 | $0 |
| 2022 | 1 | $203,468 | $0 | $0 |