Plan Snapshot
- Plan Sponsor: The Morgridge Institute For Research, INC.
- Sponsor EIN: 208325570
- Sponsor Address: 330 NORTH ORCHARD STREET, MADISON, WI, 53715
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 117
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2023 | 117 | $23.8M | $1.3M | $1.1M |
| 2022 | 111 | $19.1M | $1.1M | $929,202 |