Oscar Gruss & Son Incorporated 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Oscar Gruss & Son Incorporated
  • Sponsor EIN: 132913779
  • Sponsor Address: 10 EAST 53RD STREET, NEW YORK, NY, 10022
  • Plan Type: 401(k)
  • Total Participants: 21
  • Total Assets: $5.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202421$5.3M$0$256,947
202321$4.5M$0$251,912
202221$3.4M$0$258,699

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