Plan Snapshot
- Plan Sponsor: Bantle & Levy LLP
- Sponsor EIN: 134087376
- Sponsor Address: 99 PARK AVE STE 1510, NEW YORK, NY, 10016
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.5M
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. |
|---|
| 2024 | 8 | $1.5M | $6,445 | $74,951 |
| 2023 | 5 | $2.3M | $5,950 | $89,050 |
| 2022 | 6 | $1.9M | $10,155 | $36,250 |