# Kaplin, Stewart, Meloff, Reiter & Stein 401(k) Plan
Source: https://planprovider.pro/companies/kaplin-stewart-meloff-reiter-stein-plan

> Kaplin, Stewart, Meloff, Reiter & Stein's 401(k) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kaplin, Stewart, Meloff, Reiter & Stein

- **Sponsor EIN:** 232866254

- **Sponsor Address:** 910 HARVEST DRIVE, BLUE BELL, PA, 194220765

- **Plan Type:** 401(k)

- **Total Participants:** 72

- **Total Assets:** $49.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|72|$49.3M|$686,484|$995,647|

| 2023|71|$44.1M|$609,780|$856,282|

| 2022|70|$38.2M|$631,141|$743,832|

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