Plan Snapshot
- Plan Sponsor: Wall Street Mortgage Bankers
- Sponsor EIN: 113019327
- Sponsor Address: 1010 NORTHERN BLVD., GREAT NECK, NY, 11021
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 39 | $6.8M | $101,881 | $176,554 |
| 2023 | 39 | $5.0M | $93,108 | $162,689 |
| 2022 | 39 | $4.1M | $110,221 | $188,374 |