# Wall Street Mortgage Bankers 401(k) Plan
Source: https://planprovider.pro/companies/wall-street-mortgage-bankers-401k-plan

> Wall Street Mortgage Bankers's 401(k) plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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