Malloy, Montague, Karnowski, Radosevich, & Co., P. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Malloy, Montague, Karnowski, Radosevich, & Co., P.
  • Sponsor EIN: 411690382
  • Sponsor Address: 605 HWY 169 N, MINNEAPOLIS, MN, 55441
  • Plan Type: 401(k)
  • Total Participants: 28
  • Total Assets: $12.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202428$12.8M$175,112$469,838
202328$12.3M$157,122$389,097
202230$11.5M$159,065$393,753

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