# Mccarthy Bertschy & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mccarthy-bertschy-associates-inc-401k-plan

> Mccarthy Bertschy & Associates, INC.'s 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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