Plan Snapshot
- Plan Sponsor: Douglass Winthrop Advisors, LLC
- Sponsor EIN: 134085380
- Sponsor Address: 521 FIFTH AVENUE, 19TH FLOOR, NEW YORK, NY, 10175
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 40
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 40 | $12.9M | $0 | $0 |
| 2024 | 34 | $10.5M | $247,933 | $455,654 |
| 2023 | 31 | $8.5M | $222,234 | $529,710 |
| 2022 | 29 | $6.3M | $203,160 | $513,601 |
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