# Mahoney, Ulbrich, Christiansen & Russ, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/mahoney-ulbrich-christiansen-russ-p-a-401k-plan

> Mahoney, Ulbrich, Christiansen & Russ, P.A.'s 401(k) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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