Plan Snapshot
- Plan Sponsor: Stafford Rosenbaum LLP
- Sponsor EIN: 390788266
- Sponsor Address: 222 W. WASHINGTON AVE., MADISON, WI, 53703
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $30.5M
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. |
|---|
| 2024 | 96 | $30.5M | $820,309 | $955,723 |
| 2023 | 89 | $28.8M | $731,831 | $988,896 |
| 2022 | 94 | $23.5M | $661,634 | $901,498 |