Carter Ledyard & Milburn LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Carter Ledyard & Milburn LLP
  • Sponsor EIN: 134986540
  • Sponsor Address: 2 WALL STREET, NEW YORK, NY, 10005
  • Plan Type: 401(k)
  • Total Participants: 29
  • Total Assets: $10.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202429$10.0M$0$405,646
202325$8.6M$0$319,935
202222$9.0M$0$285,423

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