Plan Snapshot
- Plan Sponsor: Advisors Capital Management LLC
- Sponsor EIN: 133994630
- Sponsor Address: 10 WILSEY SQUARE, RIDGEWOOD, NJ, 07450
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $9.2M
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 | 89 | $9.2M | $422,899 | $1.2M |
| 2023 | 81 | $6.3M | $332,077 | $956,207 |
| 2022 | 64 | $3.7M | $251,506 | $712,597 |