Plan Snapshot
- Plan Sponsor: Gold Gerstein Group, LLC
- Sponsor EIN: 263584493
- Sponsor Address: 505 PLEASANT VALLEY AVE, MOORESTOWN, NJ, 08057
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $28.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 19 | $28.0M | $157,332 | $276,908 |
| 2023 | 25 | $30.7M | $160,596 | $283,506 |
| 2022 | 45 | $29.9M | $322,254 | $650,663 |