Plan Snapshot
- Plan Sponsor: Underhill Partners
- Sponsor EIN: 112876073
- Sponsor Address: 485 UNDERHILL BLVD, SYOSSET, NY, 11791
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 17 | $18.5M | $246,692 | $320,912 |
| 2023 | 20 | $15.6M | $235,104 | $328,922 |
| 2022 | 20 | $12.6M | $243,609 | $313,472 |