Herrigel, Bolan & Poy LLP 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Herrigel, Bolan & Poy LLP
  • Sponsor EIN: 221482584
  • Sponsor Address: 78 MAIN STREET, MADISON, NJ, 07940
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $424,676

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.
20240$424,676$0$0
20230$427,437$0$26,582
20224$3.1M$10,225$61,589

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