Plan Snapshot
- Plan Sponsor: Bank Of Millbrook
- Sponsor EIN: 140486870
- Sponsor Address: P.O. BOX AF, MILLBROOK, NY, 12545
- Plan Type: 401(k)
- Total Participants: 44
- 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 | 44 | $4.6M | $119,727 | $161,994 |
| 2023 | 36 | $4.2M | $105,230 | $167,706 |
| 2022 | 36 | $3.8M | $120,812 | $153,426 |