Plan Snapshot
- Plan Sponsor: Shafer, Troxell & Howe, INC.
- Sponsor EIN: 520974141
- Sponsor Address: 97-C MONOCACY BLVD, FREDERICK, MD, 21701
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $4.9M
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 | 69 | $4.9M | $264,930 | $332,280 |
| 2023 | 67 | $4.1M | $238,427 | $273,189 |
| 2022 | 44 | $3.3M | $112,546 | $277,755 |