Spicer Rudstrom PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Spicer Rudstrom PLLC
  • Sponsor EIN: 620671474
  • Sponsor Address: 6060 PRIMACY PKWY, SUITE 401, MEMPHIS, TN, 38119
  • Plan Type: 401(k)
  • Total Participants: 38
  • Total Assets: $11.5M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202438$11.5M$175,128$328,817
202344$9.6M$179,250$333,690
202244$8.0M$191,573$364,540

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