# Muller & Monroe Asset Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/muller-monroe-asset-management-llc-401k-plan

> Muller & Monroe Asset Management, LLC's 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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