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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 27 | $8.8M | $0 | $0 |
| 2024 | 25 | $6.4M | $0 | $417,278 |
| 2023 | 16 | $4.9M | $346,345 | $1.7M |
Similar Plans
- Morgan Stanley Domestic Holdings, LLC — 54,084 participants
- Pentegra Services, INC — 9,164 participants
- Blackrock, INC. — 8,882 participants
- Nfp Corp. — 6,644 participants
- Ivyrehab Pt, Ot & Speech PLLC — 6,154 participants
- Morgan Stanley Domestic Holdings, LLC — 5,609 participants