Minion And Sherman Smith Barney Prototype Ps Plan DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Minion And Sherman Smith Barney Prototype Ps Plan
  • Sponsor EIN: 223404797
  • Sponsor Address: 33 CLINTON ROAD, WEST CALDWELL, NJ, 07006
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $3.5M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$3.5M$100,336$0
20233$3.2M$89,019$0
20223$2.9M$89,219$0

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