Schroeder & Associates, Ltd DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Schroeder & Associates, Ltd
  • Sponsor EIN: 831466809
  • Sponsor Address: 15129 SOUTH ROUTE 59 UNIT A, PLAINFIELD, IL, 60544
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $468,202

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$468,202$43,445$39,263
20234$349,283$45,770$38,140
20224$234,277$33,013$35,258

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