Plan Snapshot
- Plan Sponsor: Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC
- Sponsor EIN: 223627857
- Sponsor Address: 75 LIVINGSTON AVE, ROSELAND, NJ, 070683737
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 33 | $17.7M | $380,291 | $387,415 |
| 2023 | 30 | $15.1M | $1.2M | $1.3M |
| 2022 | 28 | $12.8M | $349,215 | $317,584 |