Smith Tempel Blaha LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Smith Tempel Blaha LLC
  • Sponsor EIN: 841617332
  • Sponsor Address: 1600 PARKWOOD CIRCLE SUITE 620, ATLANTA, GA, 30339
  • Plan Type: DC
  • Total Participants: 13
  • Total Assets: $5.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$5.3M$17,160$49,035
202313$4.8M$36,659$87,946
202213$3.9M$20,869$111,081

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