Plan Snapshot
- Plan Sponsor: Sean Mccarthy Agency INC.
- Sponsor EIN: 113399907
- Sponsor Address: 6 WARTON PLACE, GARDEN CITY, NY, 11530
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $3.6M | $30,142 | $84,970 |
| 2023 | 7 | $2.7M | $28,417 | $80,120 |
| 2022 | 7 | $2.0M | $29,576 | $71,250 |