Nash, Spindler, Grimstad & Mccracken DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Nash, Spindler, Grimstad & Mccracken
  • Sponsor EIN: 390803893
  • Sponsor Address: 1425 MEMORIAL DRIVE, MANITOWOC, WI, 54220
  • Plan Type: DC
  • Total Participants: 8
  • Total Assets: $5.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$5.4M$32,919$105,131
202310$4.9M$35,925$105,768
202210$4.0M$32,628$102,373

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