# Ziemer, Stayman, Weitzel & Shoulders, LLP 401(k) Plan
Source: https://planprovider.pro/companies/ziemer-stayman-weitzel-shoulders-llp-401k-plan

> Ziemer, Stayman, Weitzel & Shoulders, LLP's 401(k) plan: 52 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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