Zetlin & De Chiara LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202440$13.7M$0$473,146
202336$11.9M$0$404,036
202237$10.0M$0$422,839

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