# Kreitler Financial LLC 401(k) Plan
Source: https://planprovider.pro/companies/kreitler-financial-llc-plan

> Kreitler Financial LLC's 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kreitler Financial LLC

- **Sponsor EIN:** 061340298

- **Sponsor Address:** 265 CHURCH STREET SUITE 801, NEW HAVEN, CT, 065102009

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

- **Total Participants:** 10

- **Total Assets:** $8.1M

## 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|10|$8.1M|$68,300|$219,445|

| 2023|11|$6.9M|$254,596|$161,986|

| 2022|11|$5.6M|$222,067|$145,221|

## Similar Plans

- [Rzh Advisors](https://planprovider.pro/companies/rzh-advisors-plan) — 11 participants

- [Nfc Holdings INC](https://planprovider.pro/companies/nfc-holdings-inc-plan) — 9 participants

- [Garmark Advisors Ii L.L.C.](https://planprovider.pro/companies/garmark-advisors-ii-l-l-c-401k-plan) — 9 participants

- [Mason Hill Advisors, LLC](https://planprovider.pro/companies/mason-hill-advisors-llc-401k-plan) — 11 participants

- [Clear Harbor Asset Management](https://planprovider.pro/companies/clear-harbor-asset-management-401k-plan) — 12 participants

- [Cnh Capital Management, LLC](https://planprovider.pro/companies/cnh-capital-management-llc-plan) — 12 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kreitler-financial-llc-plan)

© 2026 PlanProvider.Pro