Plan Snapshot
- Plan Sponsor: Loeb Partners Corporation
- Sponsor EIN: 133114801
- Sponsor Address: 100 WALL STREET, NEW YORK, NY, 10005
- Plan Type: DC
- Total Participants: 6
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 6 | $7.0M | $19,540 | $95,008 |
| 2023 | 8 | $5.9M | $0 | $80,888 |
| 2022 | 6 | $5.5M | $11,986 | $86,752 |