# Schueller-Owen & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schueller-owen-associates-inc-plan

> Schueller-Owen & Associates, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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