Plan Snapshot
- Plan Sponsor: Neville Rodie & Shaw INC
- Sponsor EIN: 132571744
- Sponsor Address: 200 MADISON AVE STE 2001, NEW YORK, NY, 100164077
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 18
- Total Assets: $22.6M
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. |
|---|
| 2025 | 18 | $22.6M | $0 | $0 |
| 2024 | 14 | $19.4M | $598,982 | $121,492 |
| 2023 | 14 | $15.9M | $547,617 | $132,947 |
| 2022 | 15 | $12.3M | $544,304 | $118,173 |
Similar Plans
- Morgan Stanley Domestic Holdings, LLC — 54,084 participants
- Pentegra Services, INC — 9,164 participants
- Blackrock, INC. — 8,882 participants
- Nfp Corp. — 6,644 participants
- Ivyrehab Pt, Ot & Speech PLLC — 6,154 participants
- Morgan Stanley Domestic Holdings, LLC — 5,609 participants