Plan Snapshot
- Plan Sponsor: Peyser & Alexander Management
- Sponsor EIN: 134125221
- Sponsor Address: 500 5TH AVE SUITE 5120, NEW YORK, NY, 101102799
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $4.6M
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 | 22 | $4.6M | $100,912 | $429,196 |
| 2023 | 23 | $3.6M | $102,992 | $408,729 |
| 2022 | 24 | $2.6M | $82,046 | $337,306 |