Geller & Company LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Geller & Company LLC (EIN 134149326)
  • Plan Type: 401(k)
  • Total Participants: 245
  • Total Assets: $112.7M
  • Sponsor State: NY

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024245$112.7M$2.1M$4.3M
2023296$104.0M$2.1M$4.2M
2022288$94.2M$2.1M$4.3M

Service Providers

  • CITRIN COOPERMAN&COMPANY LLP — Accountant / Independent Qualified Public Accountant

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