Plan Snapshot
- Plan Sponsor: Sheehan & Company, C.P.A., P.C.
- Sponsor EIN: 132709344
- Sponsor Address: 165 ORINOCO DRIVE, BRIGHTWATERS, NY, 11718
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $19.4M
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 | 57 | $19.4M | $400,326 | $548,980 |
| 2023 | 53 | $17.6M | $355,310 | $511,024 |
| 2022 | 50 | $16.9M | $364,182 | $491,237 |