Plan Snapshot
- Plan Sponsor: Dfi Services LLC
- Sponsor EIN: 862641448
- Sponsor Address: 111 GREAT NECK ROAD, SUITE 416, GREAT NECK, NY, 11021
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 13 | $3.4M | $108,103 | $226,327 |
| 2023 | 12 | $2.7M | $92,208 | $212,500 |
| 2022 | 11 | $3.2M | $70,031 | $156,635 |