Olarte-Foussard & Co., INC. DB Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Olarte-Foussard & Co., INC.
  • Sponsor EIN: 113929240
  • Sponsor Address: 60 WALKER STREET, NEW YORK, NY, 10013
  • Plan Type: DB
  • Total Participants: 1
  • Total Assets: $1.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$1.9M$12,545$0
20221$1.7M$0$0

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