Meltzer, Lippe, Goldstein & Breitstone, LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Meltzer, Lippe, Goldstein & Breitstone, LLP
  • Sponsor EIN: 113581269
  • Sponsor Address: 190 WILLIS AVE, MINEOLA, NY, 11501
  • Plan Type: DC
  • Total Participants: 108
  • Total Assets: $7.3M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024108$7.3M$0$0
2023105$6.2M$0$0
202296$4.9M$0$0

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