Plan Snapshot
- Plan Sponsor: Herzfeld & Rubin, P.C.
- Sponsor EIN: 132688520
- Sponsor Address: 17 STATE STREET, NEW YORK, NY, 10004
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 22
- Total Assets: $19.3M
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 | 22 | $19.3M | $0 | $219,084 |
| 2023 | 24 | $21.1M | $0 | $285,506 |
| 2022 | 49 | $21.3M | $0 | $449,879 |