Berkow, Schechter & Company 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Berkow, Schechter & Company
  • Sponsor EIN: 061211215
  • Sponsor Address: 350 BEDFORD STREET, STAMFORD, CT, 06901
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $1.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$1.6M$32,730$30,500
20232$2.7M$0$845
20222$3.1M$31,672$62,885

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