# Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/chelus-herdzik-speyer-monte-p-c-161146717-002

> Chelus, Herdzik, Speyer & Monte, P.C.'s 401(k) plan: 23 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chelus, Herdzik, Speyer & Monte, P.C.

- **Sponsor EIN:** 161146717

- **Sponsor Address:** 1000 MAIN COURT BUILDING, BUFFALO, NY, 14202

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 23

- **Total Assets:** $7.6M

## 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|23|$7.6M|$66,480|$150,205|

| 2023|22|$8.2M|$63,495|$152,996|

| 2022|25|$7.3M|$67,596|$149,353|

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