Plan Snapshot
- Plan Sponsor: Zetlin & De Chiara LLP
- Sponsor EIN: 133698742
- Sponsor Address: 801 2ND AVENUE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 40 | $13.7M | $0 | $473,146 |
| 2023 | 36 | $11.9M | $0 | $404,036 |
| 2022 | 37 | $10.0M | $0 | $422,839 |