# Family Management Corp 401(k) Plan
Source: https://planprovider.pro/companies/family-management-corp-133462173-001

> Family Management Corp's 401(k) plan: 23 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Family Management Corp

- **Sponsor EIN:** 133462173

- **Sponsor Address:** 155 E 44TH ST FL 21, NEW YORK, NY, 100174100

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 23

- **Total Assets:** $8.4M

## 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.|

| 2025|23|$8.4M|$0|$0|

| 2024|19|$6.9M|$152,335|$312,167|

| 2023|21|$6.0M|$148,050|$316,253|

| 2022|21|$4.4M|$119,216|$266,387|

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