M & R Capital Management INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: M & R Capital Management INC
  • Sponsor EIN: 113174053
  • Sponsor Address: 25 UNION PL FL 3, SUMMIT, NJ, 079013603
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$2.0M$87,677$49,861
20237$1.6M$63,090$81,558
20226$1.3M$72,590$62,519

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