Plan Snapshot
- Plan Sponsor: Petretti & Associates LLC
- Sponsor EIN: 274427311
- Sponsor Address: 270 MADISON AVENUE, SUITE 703, NEW YORK, NY, 10016
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 21 | $5.1M | $89,733 | $154,758 |
| 2023 | 23 | $4.4M | $102,190 | $190,895 |
| 2022 | 27 | $3.5M | $100,120 | $198,796 |