# Shaw-Lundquist Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shaw-lundquist-associates-inc-401k-plan

> Shaw-Lundquist Associates, INC.'s 401(k) plan: 41 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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