Plan Snapshot
- Plan Sponsor: Schroer & Associates
- Sponsor EIN: 421459710
- Sponsor Address: 42 N 2ND ST, COUNCIL BLUFFS, IA, 51503
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $1.4M | $19,127 | $23,293 |
| 2023 | 8 | $1.3M | $16,759 | $37,721 |
| 2022 | 5 | $1.2M | $17,434 | $44,159 |