Allan P Shenoy Trustee Fidelity Management Trust Co-Trustee DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Allan P Shenoy Trustee Fidelity Management Trust Co-Trustee
  • Sponsor EIN: 061587683
  • Sponsor Address: 12 LEES LANE, WESTPORT, CT, 068802018
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $3.3M

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.
20241$3.3M$66,000$0
20231$3.1M$49,056$0
20221$2.5M$35,620$0