Plan Snapshot
- Plan Sponsor: Bertine, Hufnagel, Headley, Zeltner, Drummond & Do
- Sponsor EIN: 132606268
- Sponsor Address: 700 WHITE PLAINS ROAD, SCARSDALE, NY, 10583
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $2.7M
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 | 10 | $2.7M | $23,609 | $77,968 |
| 2023 | 7 | $2.3M | $19,257 | $96,303 |
| 2022 | 8 | $2.1M | $26,721 | $84,158 |