Plan Snapshot
- Plan Sponsor: Nugent & Haeussler PC
- Sponsor EIN: 141567370
- Sponsor Address: 101 BRACKEN RD, MONTGOMERY, NY, 125492601
- Plan Type: DC
- Total Participants: 28
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 28 | $23.3M | $258,297 | $452,162 |
| 2023 | 26 | $20.6M | $262,119 | $428,816 |
| 2022 | 34 | $17.4M | $246,567 | $470,839 |