Epstein & Odonovan LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Epstein & Odonovan LLP
  • Sponsor EIN: 014069709
  • Sponsor Address: 2 MONUMENT SQ STE 500, PORTLAND, ME, 041016062
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $4.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$4.1M$42,563$99,515

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