Plan Snapshot
- Plan Sponsor: Schwartz Pediatrics S.C.
- Sponsor EIN: 363305029
- Sponsor Address: 257 SOUTH MAIN, BARTLETT, IL, 60103
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $5.2M
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 | 24 | $5.2M | $113,392 | $27,005 |
| 2023 | 16 | $4.4M | $107,844 | $26,090 |
| 2022 | 25 | $3.5M | $101,800 | $15,341 |