# Neville Rodie & Shaw INC 401(k) Plan
Source: https://planprovider.pro/companies/neville-rodie-shaw-inc-plan

> Neville Rodie & Shaw INC's 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Bridger Management, LLC.](https://planprovider.pro/companies/bridger-management-llc-401k-plan) — 14 participants

- [Catalyst Investors, LLC](https://planprovider.pro/companies/catalyst-investors-llc-plan) — 14 participants

- [Anthony Baldi](https://planprovider.pro/companies/anthony-baldi-401k-plan) — 15 participants

- [A.C. Israel Enterprises, INC.](https://planprovider.pro/companies/a-c-israel-enterprises-inc-401k-plan) — 15 participants

- [Overbrook Management Corporation](https://planprovider.pro/companies/overbrook-management-corporation-401k-plan) — 15 participants

- [Pentegra Services, INC.](https://planprovider.pro/companies/pentegra-services-inc-401k-plan-012) — 15 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/neville-rodie-shaw-inc-plan)

© 2026 PlanProvider.Pro