Plan Snapshot
- Plan Sponsor: Shaw-Lundquist Associates, INC.
- Sponsor EIN: 411235783
- Sponsor Address: 2757 WEST SERVICE ROAD, EAGAN, MN, 55121
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $12.4M
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. |
|---|
| 2025 | 41 | $12.4M | $209,099 | $434,051 |
| 2024 | 41 | $12.4M | $209,099 | $434,051 |
| 2023 | 42 | $11.6M | $178,563 | $423,776 |
| 2022 | 43 | $9.0M | $171,821 | $386,934 |