# Collard & Roe, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/collard-roe-p-c-401k-plan

> Collard & Roe, P.C.'s 401(k) plan: 23 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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