# Shumaker & Sieffert P A 401(k) Plan
Source: https://planprovider.pro/companies/shumaker-sieffert-p-a-401k-plan

> Shumaker & Sieffert P A's 401(k) plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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