Plan Snapshot
- Plan Sponsor: Steven Schaefer Associates, INC.
- Sponsor EIN: 310964154
- Sponsor Address: 537 EAST PETE ROSE WAY SUITE 400, CINCINNATI, OH, 45202
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $29.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 102 | $29.3M | $392,679 | $1.1M |
| 2023 | 0 | $24.6M | $330,500 | $999,008 |
| 2022 | 119 | $20.6M | $416,500 | $954,513 |