Plan Snapshot
- Plan Sponsor: Schupbach, Williams & Pavone, LLP
- Sponsor EIN: 112983709
- Sponsor Address: 22 JERICHO TURNPIKE, MINEOLA, NY, 11501
- Plan Type: DC
- Total Participants: 8
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 8 | $3.2M | $77,698 | $0 |
| 2023 | 8 | $4.1M | $92,787 | $0 |
| 2022 | 8 | $4.0M | $129,015 | $0 |