Stein, Sudweeks & Stein, PLLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stein, Sudweeks & Stein, PLLC
  • Sponsor EIN: 832387092
  • Sponsor Address: 16400 SOUTHCENTER PARKWAY SUITE 410, TUKWILA, WA, 98188
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $3.9M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$3.9M$238,790$0
20237$3.2M$226,488$0
20225$2.5M$209,150$0

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