Plan Snapshot
- Plan Sponsor: Summerville, INC.
- Sponsor EIN: 853295146
- Sponsor Address: W9944 MCGOWAN ROAD, LODI, WI, 53555
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $6.7M | $0 | $0 |
| 2024 | 5 | $6.7M | $0 | $0 |
| 2023 | 4 | $6.9M | $0 | $0 |
| 2022 | 5 | $6.4M | $0 | $0 |