# Case Pomeroy & Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/case-pomeroy-co-inc-401k-plan

> Case Pomeroy & Co., INC.'s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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