# Steven Schaefer Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/steven-schaefer-associates-inc-401k-plan

> Steven Schaefer Associates, INC.'s 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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