Plan Snapshot
- Plan Sponsor: Macdonald Financial Services
- Sponsor EIN: 841596387
- Sponsor Address: 4025 SAINT CLOUD DRIVE, SUITE 250, LOVELAND, CO, 805389312
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $4.9M
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 | 6 | $4.9M | $107,485 | $113,440 |
| 2023 | 5 | $3.8M | $102,663 | $134,547 |
| 2022 | 8 | $2.7M | $110,065 | $124,547 |