Schumann Steier INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Schumann Steier INC
  • Sponsor EIN: 061296497
  • Sponsor Address: 3003 FERNDALE ST, HOUSTON, TX, 770982007
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$1.7M$533$667
20234$1.6M$5,128$6,411
20224$1.3M$12,255$15,319

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