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)
- 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. |
|---|
| 2025 | 23 | $7.6M | $66,480 | $150,205 |
| 2024 | 23 | $7.6M | $66,480 | $150,205 |
| 2023 | 22 | $8.2M | $63,495 | $152,996 |
| 2022 | 25 | $7.3M | $67,596 | $149,353 |