Novick, Edelstein, Lubell, Resiman, Wasserman & Leventhal, PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Novick, Edelstein, Lubell, Resiman, Wasserman & Leventhal, PC
  • Sponsor EIN: 133163126
  • Sponsor Address: 733 YONKERS AVE, YONKERS, NY, 10704
  • Plan Type: 401(k)
  • Total Participants: 36
  • Total Assets: $14.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202436$14.7M$257,525$405,674
202331$12.9M$257,616$362,294
202229$11.3M$218,338$317,886

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