Stottler Henke Associates, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stottler Henke Associates, INC.
  • Sponsor EIN: 943122641
  • Sponsor Address: 1650 S AMPHLETT BLVD STE 300, SAN MATEO, CA, 944022516
  • Plan Type: DC
  • Total Participants: 49
  • Total Assets: $2.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202449$2.9M$2.0M$0
202342$1.4M$1.4M$0

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