Plan Snapshot
- Plan Sponsor: Schulte & Uhrig, Cpas INC.
- Sponsor EIN: 311138983
- Sponsor Address: 4755 CORNELL ROAD, CINCINNATI, OH, 45241
- Plan Type: DC
- Total Participants: 10
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $6.5M | $129,480 | $138,004 |
| 2023 | 11 | $5.4M | $127,448 | $134,018 |
| 2022 | 11 | $4.1M | $187,239 | $122,585 |