Plan Snapshot
- Plan Sponsor: Sosin & Kriegel LLP
- Sponsor EIN: 050575657
- Sponsor Address: 3000 MARCUS AVE STE 2E4, LAKE SUCCESS, NY, 11042
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 3 | $1.4M | $25,790 | $89,200 |
| 2023 | 3 | $824,271 | $21,696 | $83,625 |
| 2022 | 3 | $643,853 | $21,991 | $63,600 |