Shadow Lake Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Shadow Lake Associates, INC.
  • Sponsor EIN: 200682171
  • Sponsor Address: 20 GLENWOOD COURT, TENAFLY, NJ, 07670
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $2.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$2.3M$83,844$146,356
202310$1.9M$105,105$134,925
20229$1.4M$75,874$122,211

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