Marc B. Freedman, Cpa, P.C. DC Plan

Form 5500 filing data for plan year 2026.

Plan Snapshot

  • Plan Sponsor: Marc B. Freedman, Cpa, P.C.
  • Sponsor EIN: 133256374
  • Sponsor Address: 215 W 95TH ST APT 2R, NEW YORK, NY, 100256340
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $3.2M

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.
20265$3.2M$32,908$0
20254$2.7M$30,687$0
20244$2.7M$30,687$0
20234$2.2M$22,713$0
20224$1.8M$47,700$0

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