Plan Snapshot
- Plan Sponsor: Roberts, Mckenzie, Mangan & Cummings, PC
- Sponsor EIN: 431244312
- Sponsor Address: 4035 S FREMONT AVE, SPRINGFIELD, MO, 65804
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 21 | $9.8M | $116,717 | $192,603 |
| 2023 | 22 | $8.4M | $135,427 | $219,778 |
| 2022 | 22 | $6.9M | $125,150 | $194,567 |