Plan Snapshot
- Plan Sponsor: Marcus And Shapira LLP
- Sponsor EIN: 251345549
- Sponsor Address: ONE OXFORD CENTRE, 35TH FLOOR, PITTSBURGH, PA, 15219
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 29
- Total Assets: $38.5M
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 | 29 | $38.5M | $695,312 | $460,700 |
| 2023 | 29 | $34.2M | $703,336 | $480,381 |
| 2022 | 28 | $28.9M | $614,152 | $465,015 |