Plan Snapshot
- Plan Sponsor: Muller & Monroe Asset Management, LLC
- Sponsor EIN: 364252202
- Sponsor Address: 180 N STETSON AVE, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $3.5M
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 | 16 | $3.5M | $0 | $288,810 |
| 2023 | 16 | $2.8M | $0 | $259,296 |
| 2022 | 13 | $2.3M | $0 | $220,912 |