Monness, Crespi, Hardt & Co., INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Monness, Crespi, Hardt & Co., INC.
  • Sponsor EIN: 132878577
  • Sponsor Address: 767 THIRD AVENUE, NEW YORK, NY, 10017
  • Plan Type: 401(k)
  • Total Participants: 30
  • Total Assets: $10.3M

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.
202430$10.3M$0$281,307
202325$9.3M$0$261,129
202227$8.0M$0$245,006

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