Plan Snapshot
- Plan Sponsor: D.J. Heating & Air Conditioning, INC.
- Sponsor EIN: 141547986
- Sponsor Address: 1409 ROUTE 9W, MARLBORO, NY, 125425416
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $3.5M
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 | 27 | $3.5M | $73,919 | $212,100 |
| 2023 | 32 | $2.9M | $69,801 | $181,454 |
| 2022 | 36 | $2.1M | $68,634 | $181,520 |