Mccollum, Crowley, Moschet & Miller, Ltd. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mccollum, Crowley, Moschet & Miller, Ltd.
  • Sponsor EIN: 411565503
  • Sponsor Address: 7900 XERXES AVENUE SOUTH, BLOOMINGTON, MN, 55431
  • Plan Type: 401(k)
  • Total Participants: 52
  • Total Assets: $7.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202452$7.0M$85,326$308,118
202344$7.7M$160,006$288,039
202246$8.1M$159,710$249,102

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