Nadel And Gussman, L.L.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Nadel And Gussman, L.L.C.
  • Sponsor EIN: 731342852
  • Sponsor Address: 1437 S. BOULDER AVE, SUITE 1100, TULSA, OK, 74119
  • Plan Type: 401(k)
  • Total Participants: 57
  • Total Assets: $13.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202457$13.9M$217,326$657,536
202360$13.5M$176,322$597,227
202259$11.8M$182,914$629,345

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