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)
- Total Participants: 14
- Total Assets: $19.4M
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 | 14 | $19.4M | $598,982 | $121,492 |
| 2023 | 14 | $15.9M | $547,617 | $132,947 |
| 2022 | 15 | $12.3M | $544,304 | $118,173 |