Plan Snapshot
- Plan Sponsor: Stockwell, Sievert, Viccellio, Clements & Shaddock
- Sponsor EIN: 720289580
- Sponsor Address: P.O. BOX 2900, LAKE CHARLES, LA, 70602
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $22.0M
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 | 44 | $22.0M | $411,068 | $363,801 |
| 2023 | 44 | $21.7M | $506,383 | $396,706 |
| 2022 | 40 | $18.2M | $382,718 | $392,587 |
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