Plan Snapshot
- Plan Sponsor: Gerber/Taylor Capital Advisors LP
- Sponsor EIN: 621422457
- Sponsor Address: 40 S. MAIN ST, MEMPHIS, TN, 38103
- Plan Type: DC
- Total Participants: 44
- Total Assets: $50.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 44 | $50.5M | $1.6M | $0 |
| 2023 | 42 | $45.8M | $1.4M | $0 |
| 2022 | 40 | $49.8M | $1.3M | $553,443 |