Plan Snapshot
- Plan Sponsor: Palermo Law, PLLC
- Sponsor EIN: 371747407
- Sponsor Address: 1300 VETERANS MEMORIAL HIGHWAY, HAUPPAUGE, NY, 11788
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 14 | $3.0M | $39,351 | $43,533 |
| 2023 | 17 | $1.9M | $73,258 | $73,720 |
| 2022 | 19 | $1.6M | $89,843 | $115,643 |