Held, Kranzler, Mccosker & Pulice, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Held, Kranzler, Mccosker & Pulice, LLP
  • Sponsor EIN: 134008185
  • Sponsor Address: 104 WEST 40TH STREET 10TH FLOOR, NEW YORK, NY, 10018
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $7.7M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202419$7.7M$122,455$289,145
202319$6.4M$110,225$255,515
202224$5.5M$121,733$270,528

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