Plan Snapshot
- Plan Sponsor: Greenberg Gross LLP
- Sponsor EIN: 462195479
- Sponsor Address: 650 TOWN CENTER DR# 1700, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $4.1M
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 | 49 | $4.1M | $220,569 | $310,150 |
| 2023 | 45 | $3.5M | $192,496 | $408,022 |
| 2022 | 41 | $2.5M | $178,582 | $346,306 |