Spurlock Runyan Miller & Associates LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Spurlock Runyan Miller & Associates LLP
  • Sponsor EIN: 391537831
  • Sponsor Address: 1121 WEST VALLEY ROAD, APPLETON, WI, 54915
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $11.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202417$11.7M$161,278$180,722
202318$9.9M$145,929$174,815
202219$7.3M$134,307$181,185

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