Plan Snapshot
- Plan Sponsor: Berenson & Company, LLC
- Sponsor EIN: 134100640
- Sponsor Address: 667 MADISON AVENUE, NEW YORK, NY, 10065
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 52
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 52 | $9.5M | $0 | $0 |
| 2024 | 18 | $9.7M | $111,700 | $282,667 |
| 2023 | 22 | $9.2M | $157,468 | $357,131 |
| 2022 | 31 | $6.8M | $238,308 | $489,462 |
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