Plan Snapshot
- Plan Sponsor: Morrison Sund PLLC
- Sponsor EIN: 271594984
- Sponsor Address: 10050 CROSSTOWN CIRCLE, SUITE 600, EDEN PRAIRIE, MN, 55344
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 24 | $7.2M | $98,197 | $282,412 |
| 2023 | 31 | $8.6M | $114,482 | $279,353 |
| 2022 | 31 | $7.9M | $130,247 | $311,616 |