Plan Snapshot
- Plan Sponsor: O'Connor Mcguinness Conte Doyle Oleson Watson Loft
- Sponsor EIN: 131715231
- Sponsor Address: ONE BARKER AVENUE, WHITE PLAINS, NY, 10601
- Plan Type: DC
- Plan Number: 001
- Total Participants: 40
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 40 | $15.5M | $0 | $0 |
| 2024 | 38 | $15.6M | $562,695 | $0 |
| 2023 | 24 | $11.8M | $577,911 | $0 |
| 2022 | 26 | $12.1M | $560,338 | $0 |