Plan Snapshot
- Plan Sponsor: United Asset Strategies, INC.
- Sponsor EIN: 113104524
- Sponsor Address: 377 OAK STREET, GARDEN CITY, NY, 11530
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $12.1M
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 | 33 | $12.1M | $342,409 | $542,790 |
| 2023 | 30 | $9.7M | $293,706 | $486,507 |
| 2022 | 31 | $7.4M | $418,587 | $437,964 |