Plan Snapshot
- Plan Sponsor: Shumaker & Sieffert P A
- Sponsor EIN: 411988229
- Sponsor Address: 1625 RADIO DRIVE, WOODBURY, MN, 55125
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $30.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 78 | $30.8M | $871,885 | $874,962 |
| 2023 | 85 | $28.4M | $727,628 | $884,018 |
| 2022 | 68 | $26.3M | $808,075 | $813,824 |