Plan Snapshot
- Plan Sponsor: A. Gary Shilling And Company, INC.
- Sponsor EIN: 132948350
- Sponsor Address: 500 MORRIS AVENUE, SPRINGFIELD, NJ, 07081
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $5.7M
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 | 5 | $5.7M | $46,158 | $56,441 |
| 2023 | 6 | $5.4M | $40,894 | $53,189 |
| 2022 | 6 | $4.9M | $55,126 | $40,479 |