Mesch, Clark & Rothschild, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mesch, Clark & Rothschild, P.C.
  • Sponsor EIN: 860259262
  • Sponsor Address: 259 N. MEYER AVE., TUCSON, AZ, 857011090
  • Plan Type: 401(k)
  • Total Participants: 38
  • Total Assets: $17.4M

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.
202438$17.4M$152,832$307,232
202335$15.8M$204,331$321,073
202235$17.8M$127,944$253,305

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