Plan Snapshot
- Plan Sponsor: Stein Counseling & Consulting Services, Ltd.
- Sponsor EIN: 392013544
- Sponsor Address: 107 W MAIN ST, LITTLE CHUTE, WI, 54140
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 19 | $1.5M | $48,939 | $104,836 |
| 2023 | 16 | $1.2M | $25,796 | $97,718 |
| 2022 | 20 | $1.1M | $38,766 | $95,579 |