Morris & Bressler, P.S.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Morris & Bressler, P.S.C.
  • Sponsor EIN: 610923411
  • Sponsor Address: P.O. BOX 545, FLORENCE, KY, 410220545
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $3.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$3.3M$76,231$0
20236$2.8M$71,690$0
20226$2.8M$76,083$0

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