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: 14
  • Total Assets: $2.1M

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.
202414$2.1M$10,686$72,377
202313$1.9M$0$97,161
202212$2.6M$0$125,810

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