William Vitacco Associates, Ltd. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: William Vitacco Associates, Ltd.
  • Sponsor EIN: 112775920
  • Sponsor Address: 299 BROADWAY, 5TH FLOOR, NEW YORK, NY, 10007
  • Plan Type: 401(k)
  • Total Participants: 76
  • Total Assets: $15.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202476$15.0M$311,354$610,202
202382$12.7M$311,107$641,919
202298$10.2M$285,515$609,234

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