Plan Snapshot
- Plan Sponsor: Abbott Capital Management, LLC
- Sponsor EIN: 043376204
- Sponsor Address: ABBOTT CAPITAL MANAGEMENT, LLC, NEW YORK, NY, 10019
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $47.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 54 | $47.4M | $1.3M | $837,170 |
| 2023 | 51 | $43.2M | $1.0M | $682,852 |
| 2022 | 38 | $33.7M | $835,395 | $580,466 |