Plan Snapshot
- Plan Sponsor: Grossman Roth Yaffa Cohen, P.A.
- Sponsor EIN: 592560342
- Sponsor Address: 2525 PONCE DE LEON BLVD, CORAL GABLES, FL, 33134
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $11.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 50 | $11.8M | $0 | $405,256 |
| 2023 | 41 | $10.5M | $0 | $433,754 |
| 2022 | 43 | $8.8M | $0 | $365,500 |
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