Plan Snapshot
- Plan Sponsor: Collard & Roe, P.C.
- Sponsor EIN: 112481988
- Sponsor Address: 1077 NORTHERN BLVD., ROSLYN, NY, 11576
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 23 | $9.1M | $0 | $255,591 |
| 2024 | 23 | $9.1M | $0 | $255,591 |
| 2023 | 17 | $8.7M | $0 | $239,536 |
| 2022 | 17 | $7.1M | $0 | $224,312 |