Plan Snapshot
- Plan Sponsor: Gruss & Co., LLC
- Sponsor EIN: 132814116
- Sponsor Address: 777 S FLAGLER DRIVE SUITE 801E, WEST PALM BEACH, FL, 33401
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $20.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 33 | $20.7M | $337,855 | $581,676 |
| 2023 | 36 | $17.3M | $305,939 | $570,773 |
| 2022 | 33 | $13.7M | $266,952 | $502,310 |