Plan Snapshot
- Plan Sponsor: Morris-Anderson & Associates, Ltd.
- Sponsor EIN: 363369643
- Sponsor Address: 55 W MONROE STREET, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 15 | $7.0M | $155,342 | $187,497 |
| 2023 | 10 | $7.7M | $173,417 | $200,889 |
| 2022 | 11 | $6.3M | $54,665 | $177,815 |