Plan Snapshot
- Plan Sponsor: Morris, Duffy, Alonso & Faley LLP
- Sponsor EIN: 133843068
- Sponsor Address: TWO RECTOR STREET, NEW YORK, NY, 10006
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 51
- Total Assets: $23.5M
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. |
|---|
| 2024 | 51 | $23.5M | $0 | $696,464 |
| 2023 | 127 | $17.8M | $0 | $639,548 |
| 2022 | 118 | $13.6M | $0 | $506,767 |