# Steuart Investment Company 401(k) Plan
Source: https://planprovider.pro/companies/steuart-investment-company-401k-plan

> Steuart Investment Company's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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