Figliulo&Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Figliulo&Partners, LLC
  • Sponsor EIN: 464823554
  • Sponsor Address: 71 - 73 SPRING STREET, NEW YORK, NY, 10012
  • Plan Type: 401(k)
  • Total Participants: 28
  • Total Assets: $3.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202428$3.0M$100,008$452,380
202352$2.7M$0$564,488
202269$2.4M$0$646,587

Similar Plans