Plan Snapshot
- Plan Sponsor: Schwartz Law, PLLC
- Sponsor EIN: 874227993
- Sponsor Address: 19 WEST HARGETT STREET, RALEIGH, NC, 276022350
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 8
- Total Assets: $2.9M
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 | 8 | $2.9M | $51,185 | $66,078 |
| 2023 | 6 | $2.6M | $43,995 | $66,223 |
| 2022 | 5 | $2.2M | $7,011 | $26,164 |