Plan Snapshot
- Plan Sponsor: Humber, Mundie & Mcclary, LLP
- Sponsor EIN: 390843904
- Sponsor Address: 2846 HERITAGE DRIVE, DELAFIELD, WI, 53018
- Plan Type: DC
- Total Participants: 6
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $1.2M | $17,983 | $78,648 |
| 2023 | 4 | $1.9M | $17,984 | $48,750 |
| 2022 | 4 | $1.6M | $5,376 | $72,325 |