Plan Snapshot
- Plan Sponsor: Meggesto Crossett & Valerino, LLP
- Sponsor EIN: 161289639
- Sponsor Address: 511 E FAYETTE STREET, SYRACUSE, NY, 13202
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 27 | $3.5M | $85,276 | $203,013 |
| 2023 | 28 | $3.1M | $62,743 | $208,468 |
| 2022 | 30 | $2.6M | $49,580 | $206,574 |