Mccandlish Holton, PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mccandlish Holton, PC
  • Sponsor EIN: 541152845
  • Sponsor Address: 1111 E MAIN ST. SUITE 2100, RICHMOND, VA, 23219
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 85
  • Total Assets: $23.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202385$23.1M$328,163$644,879
202278$19.2M$318,344$458,754

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