Plan Snapshot
- Plan Sponsor: Allison Mackenzie, Ltd.
- Sponsor EIN: 880146438
- Sponsor Address: 402 N DIVISION ST, CARSON CITY, NV, 89703
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $8.1M
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. |
|---|
| 2024 | 24 | $8.1M | $105,286 | $246,034 |
| 2023 | 23 | $6.9M | $176,552 | $217,300 |
| 2022 | 22 | $5.8M | $166,973 | $182,124 |