# Siegel, Barnett & Schutlz, LLP 401(k) Plan
Source: https://planprovider.pro/companies/siegel-barnett-schutz-llp-401k-plan

> Siegel, Barnett & Schutlz, LLP's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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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