Plan Snapshot
- Plan Sponsor: Anthony Baldi
- Sponsor EIN: 161583005
- Sponsor Address: 8310 WEHRLE DR, BUFFALO, NY, 142217334
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2025 | 15 | $3.5M | $130,684 | $148,439 |
| 2024 | 9 | $2.8M | $127,411 | $143,449 |
| 2023 | 9 | $2.3M | $114,499 | $141,898 |
| 2022 | 7 | $2.3M | $120,966 | $133,850 |