Halsey, Mccormack & Helmer, INC. (Dba Mancini Duffy) 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Halsey, Mccormack & Helmer, INC. (Dba Mancini Duffy)
  • Sponsor EIN: 132612739
  • Sponsor Address: 520 8TH AVENUE, 23RD FLOOR, NEW YORK, NY, 10018
  • Plan Type: 401(k)
  • Total Participants: 86
  • Total Assets: $12.2M

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.
202386$12.2M$59,808$598,083
202278$10.5M$36,775$457,652

Similar Plans