# Macdonald Financial Services 401(k) Plan
Source: https://planprovider.pro/companies/macdonald-financial-services-401k-plan

> Macdonald Financial Services's 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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