Plan Snapshot
- Plan Sponsor: Roth & Spellman LLP
- Sponsor EIN: 223213535
- Sponsor Address: 730 RIVER ROAD, NEW MILFORD, NJ, 07646
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $4.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $4.0M | $0 | $104,524 |
| 2023 | 4 | $2.9M | $0 | $71,940 |
| 2022 | 4 | $2.4M | $10,871 | $55,414 |