Pullano, Mastrella, And Lamb INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pullano, Mastrella, And Lamb INC.
  • Sponsor EIN: 113455196
  • Sponsor Address: 550 EAST MAIN STREET, ROCHESTER, NY, 14604
  • Plan Type: 401(k)
  • Total Participants: 34
  • Total Assets: $3.0M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202434$3.0M$96,283$299,390
202333$2.5M$95,149$291,452
202238$2.5M$86,852$243,731

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