Plan Snapshot
- Plan Sponsor: Mortenson Bros. Farms, INC.
- Sponsor EIN: 391207705
- Sponsor Address: 224 ANIWA LN, PLANFIELD, WI, 54966
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $2.0M
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 | 42 | $2.0M | $65,085 | $174,439 |
| 2023 | 60 | $1.4M | $70,718 | $185,021 |