Smith Mazure, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Smith Mazure, P.C.
  • Sponsor EIN: 133495415
  • Sponsor Address: 111 JOHN STREET, NEW YORK, NY, 10038
  • Plan Type: 401(k)
  • Total Participants: 56
  • Total Assets: $12.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202456$12.1M$41,103$466,802
202359$11.2M$40,204$463,087
202256$10.2M$34,187$381,965

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