Plan Snapshot
- Plan Sponsor: Offit Capital Advisors LLC
- Sponsor EIN: 260271563
- Sponsor Address: 485 LEXINGTON AVE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $20.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 77 | $20.9M | $166,678 | $1.1M |
| 2023 | 68 | $16.4M | $209,290 | $1.1M |
| 2022 | 63 | $12.6M | $129,430 | $839,557 |