Barrett Mcnagny LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Barrett Mcnagny LLP
  • Sponsor EIN: 350865850
  • Sponsor Address: 215 E BERRY ST, FORT WAYNE, IN, 46802
  • Plan Type: DC
  • Total Participants: 88
  • Total Assets: $52.9M

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.
202488$52.9M$1.3M$746,438
202374$47.2M$1.1M$660,110
202275$39.1M$1.1M$678,292

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