Plan Snapshot
- Plan Sponsor: Mccarthy & Barnes, PLC
- Sponsor EIN: 371467215
- Sponsor Address: 11 E. SUPERIOR ST., DULUTH, MN, 55802
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $812,268
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $812,268 | $3,486 | $34,460 |
| 2023 | 3 | $702,447 | $2,509 | $68,221 |
| 2022 | 2 | $548,406 | $2,278 | $24,834 |