Plan Snapshot
- Plan Sponsor: Mosford, Barthel & Co., PLC
- Sponsor EIN: 411767630
- Sponsor Address: 305 CEDAR STREET SUITE 201, MONTICELLO, MN, 55362
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $3.4M | $10,114 | $105,785 |
| 2023 | 10 | $3.4M | $5,771 | $105,454 |
| 2022 | 8 | $2.7M | $4,716 | $95,599 |