# Shepardson Stern & Kaminsky, LLP 401(k) Plan
Source: https://planprovider.pro/companies/shepardson-stern-kaminsky-llp-401k-plan

> Shepardson Stern & Kaminsky, LLP's 401(k) plan: 53 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 53

- **Total Assets:** $12.6M

## 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.|

| 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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