# Roth & Spellman LLP 401(k) Plan
Source: https://planprovider.pro/companies/roth-spellman-llp-plan

> Roth & Spellman LLP's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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