Victor Tenenbaum Merrill Lynch Profit Sh DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Victor Tenenbaum Merrill Lynch Profit Sh
  • Sponsor EIN: 112917495
  • Sponsor Address: 1995 ROCKAWAY PARKWAY, BROOKLYN, NY, 11236
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $3.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$3.8M$66,000$11,310
20232$3.6M$58,155$10,933
20222$3.2M$45,511$11,306

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