Colwell Law Group LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Colwell Law Group LLC
  • Sponsor EIN: 810921045
  • Sponsor Address: 200 GREAT OAKS BLVD STE 224, ALBANY, NY, 122035969
  • Plan Type: 401(k)
  • Total Participants: 21
  • Total Assets: $711,027

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202421$711,027$54,099$154,905
202318$496,538$43,340$122,220
202210$249,060$20,540$54,886

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