Plan Snapshot
- Plan Sponsor: Maginnis & Carey LLP
- Sponsor EIN: 930567723
- Sponsor Address: 4800 MEADOWS RD, STE 200, LAKE OSWEGO, OR, 97035
- Plan Type: 401(k)
- Total Participants: 28
- Total Assets: $8.1M
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 | 28 | $8.1M | $138,156 | $261,008 |
| 2023 | 23 | $7.1M | $117,417 | $252,359 |
| 2022 | 26 | $5.9M | $128,382 | $234,091 |