Trainor Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Trainor Associates, INC.
  • Sponsor EIN: 161339844
  • Sponsor Address: 135 OXFORD ROAD, NEW HARTFORD, NY, 13413
  • Plan Type: 401(k)
  • Total Participants: 22
  • Total Assets: $5.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202422$5.0M$32,885$104,009
202324$4.4M$60,114$159,266
202216$3.4M$50,843$156,167

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