Plan Snapshot
- Plan Sponsor: Cerulli Associates, INC.
- Sponsor EIN: 043172499
- Sponsor Address: 699 BOYLSTON STREET, 15TH FLOOR, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $22.0M
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 | 55 | $22.0M | $338,631 | $791,492 |
| 2023 | 58 | $18.3M | $322,932 | $762,360 |
| 2022 | 60 | $14.4M | $513,347 | $714,726 |