Plan Snapshot
- Plan Sponsor: Stevens, Foster Financial Services, INC.
- Sponsor EIN: 411614532
- Sponsor Address: 7900 XERXES AVE S,, BLOOMINGTON, MN, 55431
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 19
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 19 | $3.4M | $68,405 | $197,228 |
| 2023 | 21 | $3.0M | $66,119 | $189,692 |
| 2022 | 24 | $2.8M | $57,490 | $194,851 |
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