# Morris-Anderson & Associates, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/morris-anderson-associates-ltd-401k-plan

> Morris-Anderson & Associates, Ltd.'s 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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