Plan Snapshot
- Plan Sponsor: Marion Desantis Team LLC
- Sponsor EIN: 823675921
- Sponsor Address: 28 DOTEN AVE, SARATOGA SPRINGS, NY, 128667061
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $184,399
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $184,399 | $2,679 | $61,000 |
| 2023 | 0 | $0 | $46,746 | $15,178 |
| 2022 | 0 | $9,288 | $400 | $9,000 |