Plan Snapshot
- Plan Sponsor: Roy H. Reeve Agency, INC.
- Sponsor EIN: 112344847
- Sponsor Address: 13400 MAIN ROAD, MATTITUCK, NY, 11952
- Plan Type: DC
- Total Participants: 41
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 41 | $8.5M | $245,423 | $263,285 |
| 2024 | 30 | $7.3M | $466,798 | $0 |
| 2023 | 30 | $6.8M | $428,386 | $0 |
| 2022 | 31 | $6.3M | $381,921 | $0 |