Mcdonnell Adels & Klestzick, PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mcdonnell Adels & Klestzick, PLLC
  • Sponsor EIN: 263738384
  • Sponsor Address: 401 FRANKLIN AVENUE, GARDEN CITY, NY, 11530
  • Plan Type: 401(k)
  • Total Participants: 22
  • Total Assets: $8.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202422$8.0M$54,395$126,520
202319$6.7M$0$121,460
202216$6.0M$0$136,048

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