Mcpherson, Goodrich, Paolucci & Mihelich, PC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mcpherson, Goodrich, Paolucci & Mihelich, PC
  • Sponsor EIN: 840628988
  • Sponsor Address: 503 N MAIN, SUITE 740, PUEBLO, CO, 81003
  • Plan Type: DC
  • Total Participants: 14
  • Total Assets: $13.4M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$13.4M$119,288$212,922
202313$12.6M$111,719$189,924
202214$9.9M$100,916$176,307

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