Plan Snapshot
- Plan Sponsor: Gelber And O'Connell, LLC
- Sponsor EIN: 161588864
- Sponsor Address: 2140 HOPKINS ROAD, GETZVILLE, NY, 14068
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1,737
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 | 3 | $1,737 | $12,357 | $61,696 |
| 2023 | 3 | $1.6M | $36,351 | $75,110 |
| 2022 | 6 | $1.2M | $35,837 | $70,753 |