Plan Snapshot
- Plan Sponsor: Turken Heath & Mccauley LLP
- Sponsor EIN: 461505939
- Sponsor Address: 84 BUSINESS PARK DRIVE, ARMONK, NY, 10504
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 25 | $5.9M | $493,392 | $262,555 |
| 2023 | 20 | $4.4M | $285,139 | $189,352 |
| 2022 | 21 | $3.4M | $279,082 | $183,537 |