Plan Snapshot
- Plan Sponsor: Goldberg And Allen LLC
- Sponsor EIN: 261553232
- Sponsor Address: 101 FRONT STREET, MINEOLA, NY, 11501
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $1.6M | $104,294 | $64,328 |
| 2023 | 4 | $1.3M | $99,723 | $62,353 |
| 2022 | 4 | $954,702 | $91,898 | $55,962 |