Plan Snapshot
- Plan Sponsor: Louis Tumolo, Jr., D.V.M., P.C.
- Sponsor EIN: 141593487
- Sponsor Address: 6450 MONTGOMERY STREET, RHINEBECK, NY, 12572
- Plan Type: 401(k)
- Total Participants: 33
- 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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 33 | $1.7M | $81,065 | $154,790 |
| 2023 | 34 | $1.3M | $73,411 | $147,228 |
| 2022 | 36 | $927,679 | $64,019 | $141,469 |