Plan Snapshot
- Plan Sponsor: Schueller-Owen & Associates, INC.
- Sponsor EIN: 391549064
- Sponsor Address: 735 N. WATER STREET, SUITE 1128, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $4.9M
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 | 3 | $4.9M | $46,858 | $78,500 |
| 2023 | 3 | $4.0M | $36,418 | $38,000 |
| 2022 | 3 | $3.2M | $30,503 | $6,000 |