# Cerulli Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cerulli-associates-inc-401k-plan

> Cerulli Associates, INC.'s 401(k) plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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