Stuart Frankel & Co INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stuart Frankel & Co INC.
  • Sponsor EIN: 133430942
  • Sponsor Address: 60 CUTTER MILL RD SUITE 210, GREAT NECK, NY, 11021
  • Plan Type: DC
  • Total Participants: 11
  • Total Assets: $10.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$10.9M$210,288$0
202312$19.6M$229,757$0
20229$15.8M$207,690$0

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