Stein Counseling & Consulting Services, Ltd. 401(k) Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202419$1.5M$48,939$104,836
202316$1.2M$25,796$97,718
202220$1.1M$38,766$95,579

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