Plan Snapshot
- Plan Sponsor: Gitterman Wealth Management, LLC
- Sponsor EIN: 272129116
- Sponsor Address: 379 THORNALL STREET, EDISON, NJ, 08837
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $2.6M
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 | 18 | $2.6M | $80,659 | $219,503 |
| 2023 | 18 | $2.5M | $84,783 | $228,265 |
| 2022 | 19 | $2.0M | $78,977 | $200,213 |