Plan Snapshot
- Plan Sponsor: Steuart Investment Company
- Sponsor EIN: 530257200
- Sponsor Address: 5454 WISCONSIN AVENUE, CHEVY CHASE, MD, 20815
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 12 | $19.7M | $286,397 | $132,341 |
| 2023 | 12 | $17.8M | $283,943 | $125,314 |
| 2022 | 12 | $15.2M | $273,323 | $116,283 |