Plan Snapshot
- Plan Sponsor: High Falls Advisors, INC.
- Sponsor EIN: 461165286
- Sponsor Address: 180 SOUTH CLINTON AVENUE, SUITE 300, ROCHESTER, NY, 14604
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $3.8M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 20 | $3.8M | $76,793 | $216,896 |
| 2023 | 17 | $3.7M | $60,882 | $174,433 |
| 2022 | 16 | $3.1M | $108,123 | $169,990 |