Plan Snapshot
- Plan Sponsor: Brenner, Saltzman & Wallman
- Sponsor EIN: 061048244
- Sponsor Address: 271 WHITNEY AVENUE, NEW HAVEN, CT, 06507
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $24.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 31 | $24.4M | $205,797 | $509,684 |
| 2023 | 35 | $22.9M | $240,718 | $629,512 |
| 2022 | 38 | $22.2M | $228,439 | $575,763 |