# Petretti & Associates LLC 401(k) Plan
Source: https://planprovider.pro/companies/petretti-associates-llc-401k-plan

> Petretti & Associates LLC's 401(k) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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