Plan Snapshot
- Plan Sponsor: Gusrae Kaplan Nusbaum PLLC
- Sponsor EIN: 132874725
- Sponsor Address: 120 WALL STREET, NEW YORK, NY, 10005
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 15 | $6.8M | $0 | $193,250 |
| 2023 | 17 | $5.9M | $0 | $132,665 |
| 2022 | 12 | $4.0M | $0 | $107,556 |