Plan Snapshot
- Plan Sponsor: Berger & Berger
- Sponsor EIN: 161548680
- Sponsor Address: 5530 SHERIDAN DR STE 1, BUFFALO, NY, 14221
- Plan Type: DC
- Total Participants: 5
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $1.9M | $16,473 | $33,755 |
| 2023 | 4 | $1.8M | $10,718 | $26,962 |
| 2022 | 4 | $1.5M | $9,988 | $29,503 |