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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 11 | $10.9M | $210,288 | $0 |
| 2023 | 12 | $19.6M | $229,757 | $0 |
| 2022 | 9 | $15.8M | $207,690 | $0 |