Plan Snapshot
- Plan Sponsor: Stonehill Franciscan Services
- Sponsor EIN: 510141775
- Sponsor Address: 3485 WINDSOR AVENUE, DUBUQUE, IA, 520011312
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 261
- Total Assets: $11.2M
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. |
|---|
| 2023 | 261 | $11.2M | $250,703 | $823,930 |
| 2022 | 251 | $9.3M | $255,100 | $772,366 |