Plan Snapshot
- Plan Sponsor: Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.A.
- Sponsor EIN: 411837589
- Sponsor Address: 550 HAMM BUILDING, ST. PAUL, MN, 55102
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $25.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 47 | $25.2M | $488,769 | $459,140 |
| 2023 | 49 | $21.8M | $414,208 | $391,933 |
| 2022 | 47 | $18.3M | $398,750 | $378,511 |