Spencer, Hager And Mosdell, PC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Spencer, Hager And Mosdell, PC
  • Sponsor EIN: 541467814
  • Sponsor Address: PO BOX 1165, ROANOKE, VA, 24006
  • Plan Type: DC
  • Total Participants: 8
  • Total Assets: $937,035

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$937,035$40,000$0
20237$764,456$40,000$0
20227$607,537$0$0

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