Plan Snapshot
- Plan Sponsor: Shakespeare Oil Company, INC.
- Sponsor EIN: 370659320
- Sponsor Address: 202 W. MAIN STREET, SALEM, IL, 62881
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 138 | $15.9M | $254,554 | $519,199 |
| 2023 | 104 | $13.2M | $212,149 | $426,226 |
| 2022 | 73 | $10.8M | $187,744 | $423,785 |