Plan Snapshot
- Plan Sponsor: Case Pomeroy & Co., INC.
- Sponsor EIN: 131758408
- Sponsor Address: 521 FIFTH AVENUE, 36TH FLOOR, NEW YORK, NY, 10175
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $20.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $20.7M | $80,854 | $134,546 |
| 2023 | 7 | $17.7M | $99,672 | $132,120 |
| 2022 | 7 | $16.8M | $89,653 | $118,091 |