Modell Financial, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Modell Financial, INC.
  • Sponsor EIN: 132806553
  • Sponsor Address: 1202 LEXINGTON AVE, NEW YORK, NY, 10028
  • Plan Type: 401(k)
  • Total Participants: 32
  • Total Assets: $3.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202432$3.1M$16,267$132,663
202324$2.8M$17,456$95,964
202225$2.3M$15,605$100,415

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