Efg Usa INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Efg Usa INC.
  • Sponsor EIN: 882268442
  • Sponsor Address: 7 DEANS BRIDGE ROAD, SOMERS, NY, 10589
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $8.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$8.0M$0$0
20231$5.9M$0$0
20221$4.1M$0$0