Plan Snapshot
- Plan Sponsor: Mengel, Metzger, Barr & Co. LLP
- Sponsor EIN: 161092347
- Sponsor Address: 100 CHESTNUT STREET, ROCHESTER, NY, 14604
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 190
- Total Assets: $59.4M
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. |
|---|
| 2023 | 190 | $59.4M | $1.7M | $1.9M |
| 2022 | 177 | $46.2M | $1.4M | $1.6M |