Degraff, Foy & Kunz, LLP. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Degraff, Foy & Kunz, LLP.
  • Sponsor EIN: 141405382
  • Sponsor Address: 41 STATE STREET, SUITE 901, ALBANY, NY, 12207
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $1.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$1.4M$3,958$45,937
20237$1.2M$11,401$50,585
20228$1.0M$3,100$47,339

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