Plan Snapshot
- Plan Sponsor: Austin 3(16) Fiduciary Limited
- Sponsor EIN: 462981114
- Sponsor Address: 734 FRANKLIN AVE, SUITE 302, GARDEN CITY, NY, 11530
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2024 | 132 | $4.6M | $199,807 | $314,470 |
| 2023 | 98 | $2.8M | $133,950 | $246,824 |
| 2022 | 83 | $2.2M | $195,286 | $137,571 |