Martell & Associates DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Martell & Associates
  • Sponsor EIN: 521765796
  • Sponsor Address: 1730 RHODE ISLAND AVENUE NW, WASHINGTON, DC, 20036
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $8.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$8.2M$5,157$20,200
20232$7.2M$5,887$35,200
20222$6.5M$11,194$31,455

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