Plan Snapshot
- Plan Sponsor: Monness, Crespi, Hardt & Co., INC.
- Sponsor EIN: 132878577
- Sponsor Address: 780 THIRD AVENUE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 33
- Total Assets: $11.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 33 | $11.5M | $0 | $0 |
| 2024 | 30 | $10.3M | $0 | $281,307 |
| 2023 | 25 | $9.3M | $0 | $261,129 |
| 2022 | 27 | $8.0M | $0 | $245,006 |