Plan Snapshot
- Plan Sponsor: Suncorp Valuations, INC.
- Sponsor EIN: 880496039
- Sponsor Address: 101 FALLS ROAD, GRAFTON, WI, 53024
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 23
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 23 | $1.8M | $0 | $0 |
| 2024 | 13 | $1.4M | $44,694 | $93,935 |
| 2023 | 15 | $1.4M | $43,330 | $69,567 |
| 2022 | 10 | $1.1M | $39,237 | $66,270 |