M. A. Polce Consulting, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: M. A. Polce Consulting, INC.
  • Sponsor EIN: 161597994
  • Sponsor Address: 401 PHOENIX DRIVE, ROME, NY, 134414912
  • Plan Type: 401(k)
  • Total Participants: 41
  • Total Assets: $5.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202441$5.5M$205,547$353,669
202346$4.7M$134,542$273,641
202241$4.0M$124,999$253,624

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