# Mosford, Barthel & Co., PLC 401(k) Plan
Source: https://planprovider.pro/companies/mosford-barthel-co-plc-401k-plan

> Mosford, Barthel & Co., PLC's 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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