Plan Snapshot
- Plan Sponsor: Frank Taliercio M.D.
- Sponsor EIN: 133407421
- Sponsor Address: 811 NORTH BROADWAY, NORTH WHITE PLAINS, NY, 10603
- Plan Type: DC
- Total Participants: 12
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 12 | $7.5M | $7,611 | $5,998 |
| 2023 | 11 | $6.0M | $58,484 | $9,773 |
| 2022 | 14 | $5.3M | $75,619 | $12,415 |