# Berenson & Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/berenson-company-llc-401k-plan

> Berenson & Company, LLC's 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berenson & Company, LLC

- **Sponsor EIN:** 134100640

- **Sponsor Address:** 667 MADISON AVENUE, NEW YORK, NY, 10065

- **Plan Type:** 401(k)

- **Total Participants:** 18

- **Total Assets:** $9.7M

## 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.|

| 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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