Plan Snapshot
- Plan Sponsor: The Branch Funeral Home, LLC
- Sponsor EIN: 203453883
- Sponsor Address: 190 EAST MAIN STREET, SMITHTOWN, NY, 11787
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $2.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $2.5M | $107,866 | $89,776 |
| 2023 | 12 | $3.0M | $122,172 | $148,181 |
| 2022 | 15 | $2.4M | $111,124 | $128,143 |