Plan Snapshot
- Plan Sponsor: Jeffrey Berman Architect
- Sponsor EIN: 133293620
- Sponsor Address: 545 8TH AVENUE, 18TH FLOOR, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $2.7M
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 | 10 | $2.7M | $4,496 | $0 |
| 2023 | 7 | $2.2M | $5,011 | $93,067 |
| 2022 | 8 | $1.9M | $0 | $56,928 |