# Schultz & Williams, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schultz-williams-inc-401k-plan

> Schultz & Williams, INC.'s 401(k) plan: 50 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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