Plan Snapshot
- Plan Sponsor: Dowling & Hales LLC
- Sponsor EIN: 810736519
- Sponsor Address: 1270 AVENUE OF THE AMERICAS, NEW YORK, NY, 100200075
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $126,871
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 9 | $126,871 | $0 | $0 |
| 2023 | 14 | $971,404 | $212,742 | $1,526 |
| 2022 | 24 | $3.9M | $235,307 | $333,048 |