Harry Kotlar & Co. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Harry Kotlar & Co.
  • Sponsor EIN: 952482929
  • Sponsor Address: 607 SOUTH HILL STREET, SUITE 710, LOS ANGELES, CA, 900141716
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $2.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20254$2.3M$81,635$0
20244$2.3M$81,635$0
20234$2.0M$85,703$0
20224$1.6M$50,000$0

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