Plan Snapshot
- Plan Sponsor: Gavin & Dolliver Wealth Management, LLC
- Sponsor EIN: 471550630
- Sponsor Address: 2900 WESTCHESTER AVENUE, SUITE 300, PURCHASE, NY, 10577
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 6 | $1.3M | $113,468 | $61,681 |
| 2023 | 8 | $1.1M | $45,658 | $48,716 |
| 2022 | 8 | $768,935 | $93,723 | $52,926 |