Plan Snapshot
- Plan Sponsor: Nusbaum, Stein, Freeman & Loewenthal, A Professional Association
- Sponsor EIN: 222212023
- Sponsor Address: P.O. BOX 306, MOUNT FREEDOM, NJ, 07970
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 15
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 15 | $4.6M | $0 | $0 |
| 2024 | 11 | $4.0M | $17,702 | $78,749 |
| 2023 | 10 | $4.3M | $17,571 | $64,481 |
| 2022 | 9 | $3.6M | $19,875 | $105,234 |