Plan Snapshot
- Plan Sponsor: Grassi Advisory Group, INC.
- Sponsor EIN: 921479802
- Sponsor Address: 50 JERICHO QUADRANGLE, JERICHO, NY, 11753
- Plan Type: DC
- Plan Number: 001
- Total Participants: 357
- Total Assets: $50.2M
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 | 357 | $50.2M | $15.0M | $0 |
| 2023 | 432 | $500,000 | $500,000 | $0 |