Plan Snapshot
- Plan Sponsor: Cornell, Merlino, Mckeever & Osborne LLC
- Sponsor EIN: 472275513
- Sponsor Address: 238 ST PAUL STREET, WESTFIELD, NJ, 07090
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 14 | $4.1M | $59,319 | $182,961 |
| 2022 | 22 | $3.5M | $80,048 | $244,408 |