Plan Snapshot
- Plan Sponsor: Jerome Levy Forecasting Center, LLC
- Sponsor EIN: 134183119
- Sponsor Address: PO BOX 327, MT. KISCO, NY, 10549
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.1M | $10,005 | $25,107 |
| 2023 | 2 | $1.2M | $17,518 | $33,474 |
| 2022 | 6 | $1.1M | $17,980 | $58,423 |