Mcrae Management Services, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mcrae Management Services, LLC
  • Sponsor EIN: 861025772
  • Sponsor Address: 8800 NORTH GAINEY CENTER DRIVE, SCOTTSDALE, AZ, 852582164
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $7.7M

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.
20248$7.7M$0$54,692
20237$7.7M$0$37,033
20228$7.5M$0$49,482

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