Plan Snapshot
- Plan Sponsor: Fitzpatrick, Hunt & Pagano, LLP
- Sponsor EIN: 271953619
- Sponsor Address: ATTN RALPH V. PAGANO, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $12.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 30 | $12.9M | $82,873 | $339,943 |
| 2023 | 38 | $15.5M | $142,028 | $397,185 |
| 2022 | 37 | $14.5M | $176,900 | $471,031 |