Cupit, Milligan, Ogden & Williams DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cupit, Milligan, Ogden & Williams
  • Sponsor EIN: 880189498
  • Sponsor Address: 1695 MEADOW WOOD LANE, STE. 100, RENO, NV, 89502
  • Plan Type: DC
  • Total Participants: 11
  • Total Assets: $4.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$4.8M$40,588$178,257
202312$4.1M$40,825$168,664
202212$5.7M$42,753$159,369

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