Plan Snapshot
- Plan Sponsor: Schultz & Williams, INC.
- Sponsor EIN: 042895739
- Sponsor Address: 1617 JFK BOULEVARD, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 50 | $6.7M | $237,934 | $310,050 |
| 2023 | 45 | $6.1M | $209,167 | $266,418 |
| 2022 | 30 | $5.3M | $189,390 | $229,416 |