Horing Welikson Rosen & Digrugilliers PC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Horing Welikson Rosen & Digrugilliers PC
  • Sponsor EIN: 113135794
  • Sponsor Address: 11 HILLSIDE AVENUE, WILLISTON PARK, NY, 11596
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 73
  • Total Assets: $5.3M

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.
202573$5.3M$0$0
202429$4.1M$29,630$312,698
202331$3.6M$45,968$211,466
202225$2.9M$0$210,844

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