Macina, Bose, Copeland And Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Macina, Bose, Copeland And Associates, INC.
  • Sponsor EIN: 741824120
  • Sponsor Address: 1035 CENTRAL PARKWAY NORTH, SAN ANTONIO, TX, 78232
  • Plan Type: 401(k)
  • Total Participants: 40
  • Total Assets: $8.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202440$8.5M$0$261,393
202338$7.7M$0$265,649
202238$7.1M$253,562$0

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