Kerzner Associates, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kerzner Associates, P.C.
  • Sponsor EIN: 042971397
  • Sponsor Address: 30 MECHANIC ST SUITE 2, FOXBORO, MA, 02035
  • Plan Type: 401(k)
  • Total Participants: 31
  • Total Assets: $1.7M

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.
202431$1.7M$0$142,258
202331$1.3M$0$121,230
202221$1.1M$0$116,965

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