Plan Snapshot
- Plan Sponsor: Mcquade Financial Group LLC
- Sponsor EIN: 810767326
- Sponsor Address: 1 N WACKER DR., CHICAGO, IL, 60606
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 87
- Total Assets: $6.0M
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. |
|---|
| 2025 | 87 | $6.0M | $0 | $0 |
| 2024 | 64 | $4.7M | $145,980 | $316,379 |
| 2023 | 61 | $4.6M | $131,726 | $352,769 |
| 2022 | 57 | $4.2M | $139,570 | $312,917 |