Plan Snapshot
- Plan Sponsor: Mccarthy Bertschy & Associates, INC.
- Sponsor EIN: 320024030
- Sponsor Address: 10 S RIVERSIDE PLAZA, SUITE 875, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $2.1M | $73,300 | $93,000 |
| 2023 | 5 | $1.8M | $65,128 | $86,417 |
| 2022 | 3 | $2.0M | $99,300 | $101,500 |