Austin 3(16) Fiduciary Limited 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Austin 3(16) Fiduciary Limited
  • Sponsor EIN: 861843958
  • Sponsor Address: 119 ELAINE DRIVE, OCEANSIDE, NY, 11572
  • Plan Type: 401(k)
  • Total Participants: 557
  • Total Assets: $8.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024557$8.3M$674,634$1.5M
2023699$3.9M$461,714$928,737
2022125$1.5M$214,650$495,521

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