Nardello & Co. LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Nardello & Co. LLC
  • Sponsor EIN: 200962501
  • Sponsor Address: 565 5TH AVE #2200, NEW YORK, NY, 10017
  • Plan Type: DC
  • Total Participants: 64
  • Total Assets: $10.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202464$10.7M$419,872$1.1M
202362$8.6M$326,076$669,506
202248$6.4M$237,057$513,143

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