Plan Snapshot
- Plan Sponsor: Strohm Ballweg, LLP
- Sponsor EIN: 391969986
- Sponsor Address: 9701 BRADER WAY, MIDDLETON, WI, 53562
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 31 | $15.6M | $0 | $396,161 |
| 2023 | 30 | $13.8M | $287,024 | $359,287 |
| 2022 | 29 | $11.0M | $307,908 | $362,385 |