Maestro Financial Solutions, LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Maestro Financial Solutions, LLC
  • Sponsor EIN: 854218816
  • Sponsor Address: 9 BRENTWOOD DRIVE, NORTH CALDWELL, NJ, 07006
  • Plan Type: DC
  • Total Participants: 157
  • Total Assets: $12.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024157$12.0M$1.5M$1.5M
2023147$9.6M$1.5M$1.1M
2022126$5.4M$486,459$593,659

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