Plan Snapshot
- Plan Sponsor: Mahoney, Ulbrich, Christiansen & Russ, P.A.
- Sponsor EIN: 411647057
- Sponsor Address: 10 RIVER PARK PLAZA, SUITE 800, SAINT PAUL, MN, 55107
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $20.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 82 | $20.8M | $552,882 | $827,059 |
| 2023 | 72 | $17.2M | $498,079 | $777,793 |
| 2022 | 68 | $15.9M | $439,746 | $690,730 |