Joseph J. Blake & Associates, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Joseph J. Blake & Associates, INC.
  • Sponsor EIN: 112004892
  • Sponsor Address: 425 BROAD HOLLOW ROAD SUITE 429, MELVILLE, NY, 11747
  • Plan Type: DC
  • Total Participants: 89
  • Total Assets: $25.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202489$25.3M$0$722,016
202392$21.3M$0$702,160
2022107$16.9M$0$895,605

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