# Adam Magnes Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/adam-magnes-agency-inc-401k-plan

> Adam Magnes Agency, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Adam Magnes Agency, INC.

- **Sponsor EIN:** 814938426

- **Sponsor Address:** 3681 CARROLLTON AVE., WANTAGH, NY, 11793

- **Plan Type:** 401(k)

- **Total Participants:** 2

- **Total Assets:** $305,000

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2|$305,000|$0|$0|

| 2023|2|$295,000|$0|$0|

| 2022|2|$280,000|$0|$0|

## Similar Plans

- [Jrb Capital Holdings Corp](https://planprovider.pro/companies/jrb-capital-holdings-corp-401k-plan) — 2 participants

- [Marsh & Mclennan Companies, INC.](https://planprovider.pro/companies/marsh-mclennan-companies-inc-plan-008) — 2 participants

- [D C Heller & Co INC 401(K)/ Psp](https://planprovider.pro/companies/d-c-heller-co-inc-401-k-psp-401k-plan) — 2 participants

- [Sikora Services, INC.](https://planprovider.pro/companies/sikora-services-inc-401k-plan) — 2 participants

- [Tjm Agency INC](https://planprovider.pro/companies/tjm-agency-inc-401k-plan) — 2 participants

- [Peter Greenberg](https://planprovider.pro/companies/peter-greenberg-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/adam-magnes-agency-inc-401k-plan)

© 2026 PlanProvider.Pro