Plan Snapshot
- Plan Sponsor: Ziemer, Stayman, Weitzel & Shoulders, LLP
- Sponsor EIN: 351066906
- Sponsor Address: P.O. BOX 916, EVANSVILLE, IN, 47706
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 52 | $16.7M | $240,780 | $324,887 |
| 2023 | 44 | $17.0M | $212,568 | $300,393 |
| 2022 | 42 | $14.4M | $270,899 | $324,886 |