Plan Snapshot
- Plan Sponsor: Siegel, Barnett & Schutlz, LLP
- Sponsor EIN: 460241120
- Sponsor Address: 415 S. MAIN STREET, ABERDEEN, SD, 57401
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $3.4M
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. |
|---|
| 2024 | 12 | $3.4M | $20,319 | $103,323 |
| 2023 | 17 | $3.7M | $23,928 | $44,206 |
| 2022 | 17 | $4.4M | $24,752 | $141,371 |
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