Plan Snapshot
- Plan Sponsor: Stone Hill Fiduciary Management, LLC
- Sponsor EIN: 455608425
- Sponsor Address: 1010 NORTHERN BLVD, GREAT NECK, NY, 11021
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $857,032
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $857,032 | $0 | $0 |
| 2024 | 2 | $686,269 | $13,098 | $33,406 |
| 2023 | 2 | $537,270 | $13,353 | $25,870 |
| 2022 | 3 | $412,584 | $19,001 | $17,715 |
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