Plan Snapshot
- Plan Sponsor: Scott And Shuman, P.A.
- Sponsor EIN: 453810607
- Sponsor Address: 33292 COASTAL HIGHWAY, BETHANY BEACH, DE, 19930
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $2.3M
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 | 14 | $2.3M | $32,079 | $93,239 |
| 2023 | 13 | $2.0M | $26,389 | $85,777 |
| 2022 | 12 | $1.8M | $24,639 | $80,186 |