Plan Snapshot
- Plan Sponsor: Shepardson Stern & Kaminsky, LLP
- Sponsor EIN: 133710550
- Sponsor Address: 16 WEST 22ND STREET, NEW YORK, NY, 10010
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 117
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 117 | $15.6M | $0 | $0 |
| 2024 | 53 | $12.6M | $138,404 | $689,565 |
| 2023 | 42 | $10.4M | $93,293 | $694,481 |
| 2022 | 48 | $9.8M | $56,450 | $553,565 |
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