Plan Snapshot
- Plan Sponsor: Chartered Market Technicians A
- Sponsor EIN: 132907878
- Sponsor Address: 115 BROADWAY 5TH FLOOR, NEW YORK, NY, 10006
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $241,422
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 6 | $241,422 | $17,077 | $32,587 |
| 2022 | 6 | $288,328 | $22,855 | $43,899 |