Plan Snapshot
- Plan Sponsor: Beus Gilbert Mcgroder PLLC
- Sponsor EIN: 860901734
- Sponsor Address: 701 N 44TH STREET, PHOENIX, AZ, 85008
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $5.4M
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 | 42 | $5.4M | $0 | $326,653 |
| 2023 | 61 | $10.0M | $0 | $460,013 |
| 2022 | 63 | $8.3M | $0 | $445,020 |
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