Plan Snapshot
- Plan Sponsor: Gevurtz Menashe, P.C.
- Sponsor EIN: 930845338
- Sponsor Address: 115 NW FIRST AVENUE, SUITE 400, PORTLAND, OR, 97209
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $12.6M
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 | 68 | $12.6M | $705,696 | $579,095 |
| 2023 | 54 | $13.7M | $512,385 | $484,379 |
| 2022 | 49 | $11.5M | $0 | $380,921 |