Plan Snapshot
- Plan Sponsor: Flynn Zito Capital Management, LLC
- Sponsor EIN: 113408057
- Sponsor Address: 585 STEWART AVE. STE 620, GARDEN CITY, NY, 11530
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $4.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 12 | $4.6M | $143,505 | $127,827 |
| 2023 | 12 | $3.9M | $131,720 | $124,886 |
| 2022 | 12 | $3.2M | $112,596 | $112,441 |