Plan Snapshot
- Plan Sponsor: Cali Associates LLC
- Sponsor EIN: 203856874
- Sponsor Address: 173 SOUTH WELLWOOD AVENUE, LINDENHURST, NY, 11757
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $658,297
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $658,297 | $58,708 | $38,640 |
| 2023 | 4 | $594,465 | $50,920 | $43,544 |
| 2022 | 5 | $438,682 | $55,198 | $40,649 |