Plan Snapshot
- Plan Sponsor: Schwartz Hannum PC
- Sponsor EIN: 043424826
- Sponsor Address: 11 CHESTNUT STREET, ANDOVER, MA, 01810
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $6.1M
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 | 25 | $6.1M | $100,776 | $282,705 |
| 2023 | 19 | $5.0M | $93,831 | $272,356 |
| 2022 | 19 | $4.2M | $90,445 | $230,798 |