Plan Snapshot
- Plan Sponsor: Berchem Moses, P.C.
- Sponsor EIN: 060902199
- Sponsor Address: 75 BROAD STREET, MILFORD, CT, 06460
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $23.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 61 | $23.3M | $353,873 | $625,697 |
| 2023 | 59 | $20.1M | $0 | $547,481 |
| 2022 | 57 | $17.1M | $315,908 | $491,046 |