# Offit Capital Advisors LLC 401(k) Plan
Source: https://planprovider.pro/companies/offit-capital-advisors-llc-401k-plan

> Offit Capital Advisors LLC's 401(k) plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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