Plan Snapshot
- Plan Sponsor: Amerex Group, LLC
- Sponsor EIN: 203945351
- Sponsor Address: 512 7TH AVENUE, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 91
- Total Assets: $16.4M
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 | 91 | $16.4M | $161,769 | $611,104 |
| 2023 | 77 | $15.4M | $149,769 | $517,968 |
| 2022 | 75 | $14.7M | $157,028 | $476,907 |
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