Mitchell Broder, Cpa 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mitchell Broder, Cpa
  • Sponsor EIN: 133901373
  • Sponsor Address: 35 EAST 85TH STREET, NEW YORK, NY, 10028
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
20241$2.0M$65,000$0
20231$1.9M$36,000$30,000

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