Steinhardt Management Co., INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Steinhardt Management Co., INC.
  • Sponsor EIN: 132612259
  • Sponsor Address: 445 PARK AVENUE, SUITE 8B, NEW YORK, NY, 10022
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $6.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
20246$6.6M$33,192$109,051
20237$5.6M$49,205$129,200
20227$9.5M$49,095$130,600

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