Anderson Tackman & Company, PLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Anderson Tackman & Company, PLC
  • Sponsor EIN: 381977929
  • Sponsor Address: 901 LUDINGTON ST., ESCANABA, MI, 49829
  • Plan Type: 401(k)
  • Total Participants: 45
  • Total Assets: $13.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202445$13.5M$107,242$388,551
202349$11.8M$114,293$347,759
202242$10.6M$125,538$356,822

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