Plan Snapshot
- Plan Sponsor: Simons-Michelson-Zieve, INC.
- Sponsor EIN: 382168997
- Sponsor Address: 1200 KIRTS BLVD, TROY, MI, 48084
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 49
- Total Assets: $7.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 49 | $7.0M | $0 | $0 |
| 2024 | 39 | $6.0M | $53,929 | $390,713 |
| 2023 | 32 | $6.8M | $45,282 | $324,242 |
| 2022 | 34 | $7.6M | $35,956 | $350,190 |
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