Woods, Fuller, Shultz & Smith, PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Woods, Fuller, Shultz & Smith, PC
  • Sponsor EIN: 460362286
  • Sponsor Address: 300 SOUTH PHILLIPS AVENUE, SIOUX FALLS, SD, 57104
  • Plan Type: 401(k)
  • Total Participants: 72
  • Total Assets: $59.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202472$59.4M$2.0M$474,198
202368$51.6M$1.6M$446,326
202261$46.1M$1.3M$344,301

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