Etkin Management, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Etkin Management, LLC
  • Sponsor EIN: 383443602
  • Sponsor Address: 150 W 2ND STREET, ROYAL OAK, MI, 48067
  • Plan Type: 401(k)
  • Total Participants: 44
  • Total Assets: $6.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202444$6.5M$55,951$338,126
202349$6.0M$60,486$352,887
202249$4.8M$56,948$317,597

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