# Kaufman, Rosenberg, Cohen & Gilbert 401(k) Plan
Source: https://planprovider.pro/companies/kaufman-rosenberg-cohen-gilbert-plan

> Kaufman, Rosenberg, Cohen & Gilbert's 401(k) plan: 12 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Kaufman, Rosenberg, Cohen & Gilbert

- **Sponsor EIN:** 953172334

- **Sponsor Address:** 21700 OXNARD ST SUITE 1050, WOODLAND HILLS, CA, 91367

- **Plan Type:** 401(k)

- **Total Participants:** 12

- **Total Assets:** $659,849

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|12|$659,849|$1,626|$0|

| 2022|9|$3.5M|$35,247|$33,172|

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