Plan Snapshot
- Plan Sponsor: Monticello Nys LLC
- Sponsor EIN: 453435916
- Sponsor Address: 80 DAVIS AVE, ALBANY, NY, 122032313
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $1.5M | $0 | $0 |
| 2023 | 1 | $733,227 | $0 | $0 |
| 2022 | 1 | $340,417 | $1,745 | $7,134 |