Fustcharles LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fustcharles LLP
  • Sponsor EIN: 161226221
  • Sponsor Address: 220 S. WARREN STREET, SYRACUSE, NY, 13202
  • Plan Type: 401(k)
  • Total Participants: 91
  • Total Assets: $9.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202491$9.5M$312,550$851,341
202385$7.5M$272,012$773,617
202280$6.2M$261,121$760,870

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