Dfo Management, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Dfo Management, LLC
  • Sponsor EIN: 921001480
  • Sponsor Address: 550 MADISON AVENUE, NEW YORK, NY, 10022
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 27
  • Total Assets: $8.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202527$8.8M$0$0
202425$6.4M$0$417,278
202316$4.9M$346,345$1.7M

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