Plan Snapshot
- Plan Sponsor: Family Management Corp
- Sponsor EIN: 133462173
- Sponsor Address: 155 E 44TH ST FL 21, NEW YORK, NY, 100174100
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 23
- Total Assets: $8.4M
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 | 23 | $8.4M | $0 | $0 |
| 2024 | 19 | $6.9M | $152,335 | $312,167 |
| 2023 | 21 | $6.0M | $148,050 | $316,253 |
| 2022 | 21 | $4.4M | $119,216 | $266,387 |
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