Plan Snapshot
- Plan Sponsor: Bruce Gershman PA
- Sponsor EIN: 411429535
- Sponsor Address: 10201 WAYZATA BOULEVARD SUITE 260, MINNETONKA, MN, 55305
- Plan Type: DC
- Total Participants: 1
- Total Assets: $3.1M
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. |
|---|
| 2023 | 1 | $3.1M | $0 | $10,958 |
| 2022 | 2 | $3.2M | $0 | $10,763 |