Plan Snapshot
- Plan Sponsor: Auerbach Grayson & Company LLC.
- Sponsor EIN: 133676908
- Sponsor Address: 20W 55TH STREET, NEW YORK, NY, 10019
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $8.8M
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 | 29 | $8.8M | $49,987 | $164,972 |
| 2023 | 26 | $7.6M | $58,207 | $204,834 |
| 2022 | 27 | $6.4M | $68,508 | $224,573 |