Plan Snapshot
- Plan Sponsor: Marshall & Bruce Company
- Sponsor EIN: 621172617
- Sponsor Address: 689 DAVIDSON STREET, NASHVILLE, TN, 37213
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 80 | $8.8M | $46,843 | $326,699 |
| 2023 | 75 | $7.3M | $46,467 | $291,397 |
| 2022 | 83 | $6.0M | $43,203 | $288,124 |