Mohawk Valley Retina, PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mohawk Valley Retina, PLLC
  • Sponsor EIN: 161541649
  • Sponsor Address: 4350 MIDDLE SETTLEMENT ROAD, NEW HARTFORD, NY, 13413
  • Plan Type: 401(k)
  • Total Participants: 58
  • Total Assets: $11.6M

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.
202458$11.6M$216,826$208,032
202353$10.4M$219,693$220,217
202258$8.5M$169,350$201,010

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