Plan Snapshot
- Plan Sponsor: Mcdowell, Rice, Smith & Buchanan, PC
- Sponsor EIN: 480915573
- Sponsor Address: 605 WEST 47TH STREET, KANSAS CITY, MO, 64112
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $16.5M
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 | 34 | $16.5M | $46,451 | $419,955 |
| 2023 | 27 | $17.5M | $55,491 | $424,455 |
| 2022 | 42 | $14.9M | $65,810 | $464,929 |